Deliver unbiased, conflict free advice|Genuine opportunity to take an equity position in the firm|High growth practice|Flexible working arrangements
Boston Stanley has been engaged to assist with the appointment of an experienced Financial Advisor for a reputable advice firm. The role would suit an Advisor interested in providing high quality, retirement centric advice.

The Opportunity

• You'll enjoy working alongside a team of highly regarded colleagues. Leverage the collective knowledge base that comes with working with some of the best in the industry
• The growth of the firm (20-30% YOY for the past 3 years) presents significant opportunity for career growth. A genuine opportunity for ownership in the firm exists for a proven performer
• Flexibility and autonomy provided to help balance your work and home life
• Enjoy strong administrative support, freeing you up to maximise time spent in front of clients
• KPI's and performance metrics and largely based on team based achievements, driving a collaborate environment amongst staff
• A steady stream of qualified leads will be provided, helping you to build your client portfolio

The Role:

• Focusing primarily on retirees, enhance clients lives by providing quality strategic advice. Critically analyse and research potential solutions and alternatives in line with clients personal financial goals
• A significant portion of your time initially will be invested in facilitating successful client discovery meetings. You'll enjoy helping clients to articulate their goals whilst communicating the value of good financial advice. Qualified leads and a systemised onboarding process will be provided
• Deliver on the firm's vision for a technology enabled practice with exceptional customer service and client value at its core. Support the implementation of ‘best practice' systems and processes

About You:

• You act with integrity and display a high level of care for both client and colleagues alike
• You're an exceptional communicator with an innate ability to translate complex themes into easily to digestible content
• You have a demonstrated track record of excellent customer service and customer satisfaction
• Your qualifications align with future FASEA requirements
• You have significant exposure to retirement planning
• You have an innate ability to build relationships and develop rapport with a broad stakeholder cohort
• You have a clear understanding of industry legislative & compliance requirements

Confirm Your Interest

• Please send an expression of interest by clicking the ‘Apply Now' button below. Your details will not be forwarded without your prior consent
• We are happy to hear from individuals that this opportunity may have ‘piqued interest' but were not otherwise actively seeking change. Conversations that are exploratory in nature are actively encouraged
• Most opportunities at your level are not advertised publicly. 10+ years in recruitment has enabled us to develop excellent relationships across the financial services industry. This means we can help by being across recent movements, understand growth trajectories of respective firms and can provide insights into their culture and retention levels
• Know someone who would benefit from a confidential career discussion? At this level, we provide a $500 referral donation (for a successful introduction) to Classroom of Hope, our chosen Not-For-Profit partner. Boston Stanley has partnered with Classroom of Hope to fund the construction of schools across remote, high-poverty regions of South East Asia

Ben@BostonStanley.com