Market leading opportunity available at one of Australia's leading and most prestigious financial institutions and one of the industry's most recognisable brands. Key role enabling you to focus on clients with the support of both a great platform and an established referral network prov iding high quality HNW clients.

This market leader prides itself on exemplary client service and quality professional advice.

Responsibilities:

Provide personal, high-quality financial advice to HNW clients
Assist clients in building and protecting their wealth to achieve their financial goals
Develop and exercise business competencies and sales skills whilst building quality relationships with clients
Develop the client base by converting leads and securing additional referral sources
Achieve sales plan and maintain satisfactory KPI's
Complete mandated CPD training & development

Quality, qualified leads and referrals are provided

To be considered for this role you must be able to fulfil the following:

ADFP or CFP qualified
A minimum of 3 years financial planning experience with some experience of advising HNW clients
Ability to network and develop a quality client base
In depth knowledge of investment and equity markets

This role offers an outstanding opportunity to work with one of Australia's leading and prominent financial services organisations in a role which also offers realistic opportunities for future career progression.

A salary, commensurate with the importance of this role, is on offer, along with a highly attractive bonus and reward scheme.

For a confidential discussion, please forward your resume to rcave@alliancerecruitment.com.au or call 07 3051 3600.