Financial adviser

Sandringham Wealth, Charlestown

Work Type

In Person

Role Type

Advisor

Employment Type

Full Time

About the business

We look after high income, time poor individuals, business owners, and families. When the business started 7 years ago we designed it to remove conflicts of interest - we are product agnostic, commission free, flat dollar fees focussed on client outcomes. Physically based in Newcastle, we look after clients in every state. We have strong referral relationships with accountants, brokers and a reasonable social media presence and are looking to grow.

About the role

Providing holistic advice to wealth accumulators with a focus on clearly articulated outcomes for clients.It's not uncommon for our clients to have trusts, companies, businesses and SMSF's, though the core of the advice is going to be tax efficiency, growing wealth and reaching financial independence.Collaborative approach to advice within the business means you're not flying solo.The role will suit someone who is keen to build a long term client base within the business, both bringing on new clients and looking after them ongoingPhysically based in Newcastle

Perks and benefits

Base salary and share of revenue from the startInhouse paraplanning and full admin supportSupportive, tech and business focussed licensee - a help not a hindranceThe potential for an equity stake

Skills and experience

fully qualified adviser - study completed in full, PY complete and on the register

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