Senior Financial Adviser

Zanetti Recruitment

One of four senior roles available in well profiled firms, all unique and all with allocation of existing clients. Equity opportunity in two firms.

  • Participate in the ongoing success & growth within the team
  • Genuine new clients to engage + existing clients to manage
  • Full support infrastructure so you can focus on client engagement
The Business
The sizable advice firm is owned by management and staff with a belief that collectively they contribute to something greater than themselves. Building from their foundations and long history, they're not afraid to reflect, explore and develop their business, they engage external business intelligence, challenge themselves and are prepared to be held accountable.  Not just business rhetoric, genuine action.  They have a unique additional offer to market that sets them apart from other firms - non advice education supporting financial literacy.  

The Role

The role is responsible for approximately 100 existing households with a combination of late stage wealth accumulators and retirees.  key components of the role include:
  • Taking responsibility for a core group of review clients from an existing adviser as they transition into retirement.
  • Work with the established existing COI relationships to provide quality advice to new clients.
Realistic KPI's exist and reflect:
  • Client retention and growth
  • Team engagement
  • Quality compliant advice
About You
As a Senior Adviser, you will report to the Manager of Advice and be confident in your professional presence, profile, and care for clients. You are nurturing by nature and will be supported by administration and paraplanning allowing you to focus on what you do best - advising clients. You are FASEA qualified or nearing completion of requirements.

You deliver quality advice to clients and thrive on exceeding client expectations.

What Next?
You can apply for this role online or, if you prefer to discuss this role in confidence before making an informed decision, please contact Ric Zanetti on 0413020864