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Private Client Adviser
- Friendly, supportive working environment
- Great career prospects
- Strong brand name
Private Client Adviser
Our client prides itself on providing a quality, individual service to everyday Australians. In this role you will provide strategic financial planning advice to HNW customers (1m+). Working in a boutique environment you w ill have the backing of a Big 4 bank.
You will enjoy strong technical support, a dedicated relationship manager, excellent career prospects and a great working environment.
My client are looking for a Planner that their clients can trust and rely on. They pride themselves on treating their clients as if they are were family. Their down-to-earth approach and can-do attitude provides a relaxed atmosphere, where clients can be comfortable talking about your finances.
Working with a highly skilled and successful team, we are looking for expressions of interest from experienced Private Client Advisers in Perth, Sydney, Melbourne and Brisbane.
To be considered for this role, you will need to have the following experience:
To find out more about this exciting opportunity please contact Avis Mulhall from Bluefin Resources on (02) 9270 2601 Mon - Thurs before 2pm or click the "Apply" button to forward your resume. All applications will be treated in strictest confidence.
Our client prides itself on providing a quality, individual service to everyday Australians. In this role you will provide strategic financial planning advice to HNW customers (1m+). Working in a boutique environment you w ill have the backing of a Big 4 bank.
You will enjoy strong technical support, a dedicated relationship manager, excellent career prospects and a great working environment.
My client are looking for a Planner that their clients can trust and rely on. They pride themselves on treating their clients as if they are were family. Their down-to-earth approach and can-do attitude provides a relaxed atmosphere, where clients can be comfortable talking about your finances.
Working with a highly skilled and successful team, we are looking for expressions of interest from experienced Private Client Advisers in Perth, Sydney, Melbourne and Brisbane.
To be considered for this role, you will need to have the following experience:
- Commitment to Financial Planning and a customer centric approach to your role
- Proven Financial Planning skills in sales and business development in the High Net Worth ($1M+) markets
- Knowledge of holistic and complex financial planning
- Exceptional Relationship management and communication skills
- Strong commercial acumen and an ability to build long term relationships with referral partners and customers
- 7-10 years experience as a Financial Planner
- Advanced Diploma in Financial Planning (RG146)
- CFP and tertiary degree are desirable and a commitment to ongoing studies
To find out more about this exciting opportunity please contact Avis Mulhall from Bluefin Resources on (02) 9270 2601 Mon - Thurs before 2pm or click the "Apply" button to forward your resume. All applications will be treated in strictest confidence.
