Financial Adviser

Zanetti Recruitment

New Opportunity. Wealth Management and financial advice within a mature private wealth business. CDB

  • Professional CBD Financial planning firm
  • Professional support infrastructure
  • Deal with complex HNW client affairs
About the Company
They are a diverse and growing company providing strategic advice underpinned by a sound investment methodology.  Their presence is strong and growing. The financial advisory office is situated in the CBD, is highly professional and dealing with high-value clients.

About the Role
This new opportunity was built due to growth and a need to allocate existing HNW clients from the directors. You will also be supported to engage with new clients.  You are a senior adviser and will work within a team  that is supported by the local wealth management infrastructure.

You will take responsibility for a core group of clients and leverage relationships for new referral. Your success will come from understanding how to build relationships, demonstrate competence and build trust. This has been done successfully by the financial planning directors and there is business opportunity to be fostered within the firm. Your ability to manage and deliver advice to these more complex high net worth referrals is critical.

The Culture
A professional and driven group have developed a successful self licensed business and client offer that is focused on quality outcomes at both a strategic and underlying investment level.

About You
The business values diligence and the detail that comes with quality strategic advice to more complex client structures. You are someone with solid experience, strategically strong and wanting to develop within a professional firm.

You are degree qualified or working towards completion, have completed post-graduate study in financial planning, meet FASEA requirements 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.