Financial Adviser

Zanetti Recruitment

Professional award winning firm with strong new client growth, ethical fee based advice and a culture that underpins why they're successful.

  • Transition of existing client relationships
  • No prospecting required - referrals from clients and other businesses
  • The business is professional, client centric and energetic
About the Company
This award winning advice firm is a diverse and growing company providing strategic advice underpinned by a sound investment methodology.  

What stands out?

They love what they do.  Their success comes from a clear and genuine focus on clients, their desire to constantly improve themselves, the business and the industry for the better.  They have their eyes squarely on the future of quality, ethical advice.  In fact, they live it today.   

About the Role
As a result of their focus and success, they are growing beyond their capacity to service existing clients and the new business opportunities presented to them. New client engagements are presented by professional service firm relationships and existing client referrals...all organic growth.

Existing advisers are at capacity and the principal requires you to engage with new clients + jointly transition and build relationships with a number of his existing clients.

There is no need to prospect in this role. The profile of clients is primarily pre and post retirement and later stage wealth accumulators.  This is a fully supported role allowing you to focus on managing relationships and delivering quality, compliant, fee based advice.  

The Culture
Professional, client focused, energetic and passionate about the value they add.  They are collaborative and supportive.  Staff love working here.

About You
The business values diligence, professionalism, like minded thinking and the value that comes with quality strategic advice.

You are someone with solid advice experience, is strategically sound and wanting to develop further within a professional fee-based firm.  

You understand how to engage internally within a team for the mutual benefit of others and what it takes to manage long term relationships. 

You are ideally degree qualified or working towards completion, have completed post-graduate study in financial planning and have successfully worked as a financial adviser. 

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 email Ric Zanetti at ric@zrc.com.au to organise a phone call.