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- Aufgaben: Lead and develop a team while servicing HNW clients with strategic financial advice.
- Arbeitgeber: Join a respected, dynamic accounting and advisory firm on the city fringe.
- Mitarbeitervorteile: Enjoy a hybrid work model, attractive remuneration, and additional perks like RDOs.
- Warum dieser Job: Be part of a progressive firm with a collaborative culture and growth opportunities.
- Gewünschte Qualifikationen: Must have a degree, FASEA qualifications, and experience in holistic financial planning.
- Andere Informationen: No cold calling; focus on converting internal leads and building lasting client relationships.
Das voraussichtliche Gehalt liegt zwischen 72000 - 108000 € pro Jahr.
An exceptional opportunity has presented with a highly respected accounting and holistic advisory firm on the city fringe. This firm is a long established, growing and dynamic firm that now has an opportunity for an experienced senior financial advisor or manager to take the helm as Head of Wealth on the financial planning side of the business and service an existing client portfolio.
We are looking for an accomplished and experienced financial advisor with a proven background in not only provision of quality financial advice to HNW clients, but also experience in growing a business, in order to deliver an outstanding experience for the firm\’s clients whilst leading and developing a team to further build out the financial planning division.
Key to the role is servicing an existing portfolio of HNW clients, who are predominantly HNW and SMEs, in providing high quality strategic advice across all areas including but not limited to superannuation, insurance, tax and retirement. Additional elements of the role include:
- meeting new and existing clients
- leveraging from internal leads to convert to new clients (no cold new business)
- managing reviews
- continually advancing and updating your technical knowledge
- streamlining business processes
- implementing and maintaining best of breed systems
- working collaboratively across all areas of the business including Accounting, Internal Sales Teams and Advice teams
- growing and developing a high performing team
In turn, you will be afforded the opportunity to join a very well regarded and progressive business that will offer ongoing opportunity for growth and pathway to equity. For this, we are seeking a candidate who can bring the following:
You
- Proven background as a financial advisor providing advice to HNW clients
- Believe in goals-based advice backed by sound financial strategies
- Suitably qualified at degree level and meeting all FASEA requirements
- Ability to work collaboratively with broader team and establish long lasting relationships with clients and team
- Strong knowledge and experience in holistic financial planning including retirement and pre-retirement planning
- Systems oriented and experience in developing and streamlining processes
- Exceptional time management and organisational skills
- Sound communication, interpersonal and relationship building skills
- Love of technology and adaptable to new systems
This is an exemplary opportunity with one of Melbourne\’s most respected accounting and advisory firms that will offer an exceptional workplace culture, cohesive and collaborative team environment, ongoing career progression and pathway to equity for the successful candidate. You will be rewarded with not only a highly attractive remuneration package, but a hybrid work model and additional benefits including RDO\’s.
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Head of Wealth | Servicing Advisor Arbeitgeber: at
Kontaktperson:
at HR Team
StudySmarter Bewerbungstipps 🤫
So bekommst du den Job: Head of Wealth | Servicing Advisor
✨Tip Number 1
Network with professionals in the financial advisory space, especially those who have experience with HNW clients. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarize yourself with the latest trends and technologies in holistic financial planning. Being well-versed in current systems and processes will demonstrate your commitment to streamlining operations and improving client service.
✨Tip Number 3
Prepare to discuss your experience in growing a financial advisory business. Highlight specific strategies you've implemented in the past that led to increased client acquisition and retention, particularly among HNW clients.
✨Tip Number 4
Showcase your leadership skills by sharing examples of how you've developed and managed high-performing teams. Emphasize your ability to foster collaboration and build strong relationships within a team environment.
Diese Fähigkeiten machen dich zur top Bewerber*in für die Stelle: Head of Wealth | Servicing Advisor
Tipps für deine Bewerbung 🫡
Tailor Your CV: Make sure your CV highlights your experience as a financial advisor, particularly with HNW clients. Emphasize your proven track record in providing quality financial advice and growing a business.
Craft a Compelling Cover Letter: In your cover letter, express your passion for holistic financial planning and your ability to lead and develop a team. Mention specific examples of how you've successfully serviced existing client portfolios and built long-lasting relationships.
Showcase Relevant Qualifications: Clearly outline your qualifications, ensuring you meet all FASEA requirements. Include any relevant certifications or degrees that demonstrate your expertise in financial planning.
Demonstrate Your Systems Knowledge: Highlight your experience with technology and systems-oriented processes. Discuss how you've streamlined business processes in previous roles and your adaptability to new systems.
Wie du dich auf ein Vorstellungsgespräch bei at vorbereitest
✨Showcase Your Experience with HNW Clients
Be prepared to discuss your previous experience working with high-net-worth clients. Highlight specific examples where you provided strategic advice and how it positively impacted their financial situations.
✨Demonstrate Leadership Skills
Since this role involves leading a team, share your experiences in managing and developing teams. Discuss how you've fostered a collaborative environment and helped team members grow professionally.
✨Emphasize Your Technical Knowledge
Make sure to articulate your understanding of holistic financial planning, including superannuation, insurance, tax, and retirement strategies. Be ready to answer technical questions that demonstrate your expertise.
✨Discuss Your Systems Orientation
Talk about your experience with financial planning systems and processes. Explain how you've streamlined operations in the past and your adaptability to new technologies, as this is crucial for the role.
