Our client, an exceptional boutique wealth management firm that is experiencing a growth phase of clients and revenue is looking for a driven and successful Financial Planner to join their team. Boasting a great working culture and lucrative bonus structure for all Advisers, the successful candidate will have the opportunity to work in a trusting environment where they can manage their work autonomously.
Whats on offer:
- Lucrative base + bonus structure
- Work with an existing book of engaged clients
- Opportunities for career progression
- Work with a leading multi-disciplinary wealth management firm
Your key responosibilities will include:
- Service an existing book
- Provide tailored holistic advice
- Generate new business through referral partners and client referrals
- Oversee advice process to ensure efficiency and compliance
- Build and maintain ongoing client relationships
Skills and experience:
- CFP qualifications, or close to completion
- 6+ years' experience as a Financial Planner
- Strong experience providing complex holistic advice to HNW clients
- Experience in a Boutique Financial company
- Understanding of Mortgage Broking
For a confidential discussion about this opportunity, please call Monique Abbenhuis on 0421866677 or send your application to firstname.lastname@example.org
At Fuse, we specialise in recruitment for the insurance industry and actively source for a broad range of established clients. If you are a broking, underwriting or claims professional looking for your next opportunity, we'd love to hear from you!
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!