Service an existing book of HNW retiree clients at one of Melbourne's most prestigious independent advice firms.
About the company
Our client is an independent boutique financial planning firm who are self-licensed and are growing rapidly. They provide holistic financial advice to HNW clients at their premier Camberwell office. Their growth has resulted from a rich 50 year history where clients continue to referral friends and family.
About the role
You will be working alongside a team of experienced financial planning professionals including 3 other senior financial advisers, associate advisers, paraplanners and client services offices. You will be responsible for looking after an existing book of HNW retiree clients.