Financial Adviser/Director

Zanetti Recruitment

Accounting clients are educated to understand the importance of financial advice and embrace it. Existing client introductions, not prospecting.

  • Vibrant professional business environment
  • Modern offices embodying function
  • Structure that supports your success including equity participation
The Business
This business provides dynamic business advisory solutions for a core group of industries.  With a contemporary fixed fee approach to accounting advice, they have grown significantly over the last 5 years.  After many years of reflection and building their understanding of financial advice, they now recognise the importance of broadening the scope of the offer.

The Opportunity
They have already communicated with their business clients over the last 12 months to understand the importance of financial advice which has been embraced.

There is an understanding of revenue and expense lines of a financial planning structure.  They acknowledge that although they understand the importance of advice, this is not their core function and they need a financial advice professional with the knowledge and skill to deliver advice to existing clients and drive the business as it grows. Once engaged, the right individual will work with the accounting directors to strategically create the advice offer by using your existing insights.

About You
You are a vibrant and driven senior advisor who understands advice for business owners.  You have historic exposure to running an advice business (or involved in the running of an advice business). You are degree qualified, meet the FASEA requirements and thrive on driving business growth through quality compliant advice.

What Next
Please apply if you meet the criteria and have an interest in this role. Alternatively if you would like to have a confidential discussion, please call Ric Zanetti on 0413 020 864