Senior Financial Planner

Profusion Group

A unique opportunity opportunity for a Senior Adviser to join a leading and growth focused boutique in the inner South East Suburbs/CBD.

  • Strong Salary Package
  • Inherit and Build a Book of Clients
  • Lead a Dedicated Advice Unit
Company Overview

An independent boutique who pride themselves on putting their clients first. This business has been in operation for over 30 years and has built up a rather large and diversified client base. With a large service offering, they cover a broad area of Advisory, Wealth Management and Lending services. They are looking for a motivated and technically strong Senior Adviser to join their high performing team. 

Role Overview

As a Senior Adviser you will be tasked with managing and growing your business unit currently comprising of an Associate and a Client Services Manager. You will also be able to work closely and collaboratively with other advisory leaders in order to offer clients a 360 experience across the several service areas. 
  • Managing and growing an existing book of clients;
  • Maintaining and growing referral partnerships to drive new business;
  • Managing client relationships and identifying individual client needs;
  • Providing technically strong advice to key client segments; 
  • Ensuring advisory standards, process and controls are adhered to;
  • Providing a high level of service that matches client expectations.
Skills & Experience
  • Ideally minimum 5+ Years' experience as a Financial Planner; 
  • Degree qualified and on track to be fully FASEA compliant; 
  • CFP qualified;
  • Ideally prior experience leading a team within Advice; 
  • Demonstrated experience growing a client base;
  • Strong track record of success as an adviser ideally working with private clients or SME's with complex needs;
  • Positive can-do attitude, proactive, enthusiastic with a strong work ethic.
What’s On Offer

This is an excellent opportunity to further progress your career within the Advice space. Our clients is motivated, in a strong period of growth, and are offering strong opportunities for progression, with the potential for equity in the future. 
 
To express your interest in this opportunity, please forward your resume using the "Apply Now" link below or contact Hagan Noronha on (03) 9602 9815 for more information