Private Wealth Advisor
The Andersen Partnership
Our client is a national financial planning firm that empowers advisers to focus on delivering
exceptional advice and building strong client relationships.
About the role
- Responsible for providing holistic, compliant, and high-quality advice to a diverse portfolio of existing and new clients.
- Build and maintain referral relationships with external professionals and business partners.
- Maintain detailed, compliant, and timely client records and file notes.
- Maintain up-to-date industry knowledge and complete all required CPD.
- Conduct ongoing reviews with existing clients and identify opportunities for enhanced outcomes.
About the successful candidate
- At least 5+ years experience as a Financial Adviser.
- High levels of client satisfaction and retention.
- Achievement of advice production and engagement targets.
- Strong collaboration with internal teams to support end-to-end client outcomes.
- Compliance with regulatory obligations.
For more information or even a private discussion please contact Jason - ***email_hidden***
