At Profusion, we have specialised in Advice recruitment across Australia since 2004 and across our talented consultants have over 40 years of expertise between them. Our consistent dedication to listening to the needs of our candidates has enabled us to build trust and integrity with a large list of top brand employers in the wealth management industry including the Banks (big 4 & international), Independent advice practices (local & national), industry super funds and wealth managers (national and international).
In Melbourne, we are currently engaged on a broad range of Senior Financial Adviser roles across Melbourne, including top 4 Private, Commercial & Premium Bank roles as well as leading Independent Private Client organisations. All of these roles are dedicated to the delivery of holistic strategic advice to HNW clients, typically incorporating SMSF, trusts, investments, estate planning. Many of these clients are current or ex-business owners and high income earners who expect an appropriate level of service and technical understanding. All of these roles are underpinned by the appropriate level of paraplanning and administrative support to allow the incumbent to focus on their passion of delivering high value complex advice to clients. A number of these roles come with client books while others are more suited to the ‘hunter’ who thrives on the acquisition of new clients.
Skills & Experience
The successful candidate will have typically have a minimum of 3 years’ experience in the provision of holistic financial advice. They will also have:
• Minimum ADFP qualified with a relevant Tertiary degree, ideally CFP completed or in progressing
• Accreditation & experience in complex advice covering SMSF, Margin Lending, Trusts, Estate Planning, Aged Care, etc…
• The ability to own and develop a client book, ensuring clients drawing down their wealth are restocked by accumulators
• An established network of referral partners is seen as highly favourable
What’s On Offer?
These are outstanding opportunities with highly respected organisations. Our promise to you is to listen to your needs and to appropriately advise you on the right role to ensure your greatest chance for continued success.
If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now for an immediate review of your resume or contact Tom Brown on 03 9602 9870
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