Advisor/Senior Financial Advisor – Affluent Portfolio recruitment

My client is a recognisable brand name in financial services who have established and fostered a high performing culture across their wealth and banking divisions. They are looking to significantly grow both their Advisor and support staff numbers over the next 2 years and are keen to attract Strategic focused Advisors across NSW.

Making up their client facing advice piece is a team who target the affluent retail market. You will build internal relationships with relationship managers and will cross refer customers to cover both financial planning and commercial/retail lending.

Your main focus is to provide strategic quality advice to clients with an average household income upto $350,000K. Whilst you do have a somewhat restricted APL, the products you can recommend are in the top 25% in Australia in terms of performance.

The ideal candidate will have 2-4 years financial planning advice experience and will have completed or near completed your ADFP. CFP qual's are highly regarded but not essential.

Please contact Conor McCarthy on 02 8247 5724 or follow the links to apply.

Job Ref: 122711