Financial Adviser - Leadership and Equity Opportunity

About the Opportunity:

We are partnered with a dynamic financial services firm that is experiencing continued growth. The business provides personal financial advice to a client base of predominantly high net wealth individuals and families. 

There is an exciting opportunity for a financial adviser to join their Canberra team. This position is well suited for an experienced adviser that is able to take on a team leader role and provide guidance and mentorship to a team of advisers and support staff. The ideal candidate has a book of existing clients that they can bring to this role. If not, you will have existing referral relationships and a proven track record of onboarding new clients and developing a client base. This is a growth focused role. 

Benefits:

• Growing boutique firm with a focus on HNW clients
• Take on a leadership role in the Canberra team
• Admin and paraplanning support provided
• Exclusive investment offering
• Join a firm that encourages work-life balance and flexibility
• Flexible start/finish times
• Pathway to partnership/equity
• Excellent base salary + bonus 

• Focus on growth and business development activities, the firm is happy to fund marketing campaigns
• Develop a strong referral network and pipeline of client leads
• Onboard new clients and develop an ongoing client base
• Provide holistic financial advice and an excellent level of service
• Continue to drive business growth through your own book and across the team
• Provide ongoing service to your clients 
• Help to guide and mentor advisers and support staff
• Assist directors with business growth and planning

• 5+ years of experience as an authorised financial adviser 
• Completed FASEA required studies and exam 
• Strong knowledge of financial strategies across holistic advice
• Demonstrated business development success 
• Existing referral relationships 
• Strong leadership skills
• Excellent communication skills
• Proactive with a growth mindset
• Xplan experience
• Keen to drive business growth and work towards partnership/equity