Wanting to give more personalised and impactful advice?
 Would like to spend more time with clients and less time doing admin and compliance?
 Would feel better aligned in a more innovative and modern firm?

If so, we’ve got an opportunity you might be interested in.

About the role

– Provide advice to a large number of new clients and build long-term relationships with them.
– Work with mainly high-income professionals and pre-retirees that are wanting to make the most of their money.
– Get to understand your clients in a deeply personal way by following our process based on the clients’ values, intentions, and financial well-being. If you’d like, you can see how we track their financial wellbeing at: https://verse-2zzjykb2.scoreapp.com/
– Advice scope includes goals-based planning, investing, superannuation, cash flow, tax strategies, entities and structures, debt strategies, employer share plans, and estate planning.
– Be focussed solely on your clients, as we have the resources and systems across administration, paraplanning, implementation, and compliance to free up your time and energy for what you’re great at.
– Have regular Journey sessions with clients to guide them towards their goals and make choices about how to not just build and preserve wealth, but use it as a resource to truly live.
– Collaborate with our advice partners across property, accounting and mortgage broking to manage the client’s financial strategy.

NOTE: This is not a position where you’ll need to be cold-calling or hard selling. We’re in a fortunate position to have a compelling service that drives a huge amount of high-quality enquiries. Instead, this is a position where you’ll grow and guide a group of clients over the coming years.

Why work with us?

-A fast-growing firm with an abundance of high-quality leads and new clients.
– Clients are qualified by our onboarding team and pay to meet the Adviser for the first time.
– Be part of a world-class culture that is professional, innovative, and fast-paced.
– We’re a real team, not just. a group of people that work at the same company so you won’t be battling any egos.
– A client experience and advice process that is at the leading edge of modern advice.
– Operate in a high-performance environment, that’s free of politics.
– A highly autonomous environment where you don’t need to clock on or off so you can integrate work into your life, and not the other way around.
– Balance working remotely and from our office (which is a beautiful place to work).
– Recognised as a leader in financial advice defined by our approach and client experience, and validated by a range of awards.
– 100% fee-for-advice with no conflicts you need to talk your way through.
– Extremely well operationalised business with full back office support to make life as easy as possible for the Advisers.
– Own and operate our own AFSL so we’re not dictated by any licensee.
– Working at Verse helps people reach their potential.

To be a fit of the role, you must:

– Have great character – that means you’re a person of integrity and substance.
– Be able to build relationships quickly.
– Be passionate about the value of advice.
– Be confident in your advisory abilities and value.
– Not be afraid to have hard conversations with clients.
– Be willing to embrace our culture of innovation and selflessness.
– Have awesome time management skills and be great at prioritising.

Remuneration
Base salary between $100,000 and $150,000 + Super + Bonus

Interested?

Apply now with your resume and a compelling cover letter about why you’re the right fit for the role and we’ll be in touch with next steps OR reach me at corey@versewealth.com.au or 0435 757 884 if you want to take a more casual route.

Need not apply if you don’t have:

– Strong technical skills.
– Minimum 3 years experience as a Financial Adviser.
– Degree qualified (CFP or FchFP highly regarded)
– Good level of investment and market knowledge.
– A history of successful client management and outcomes.
– Good compliance history and references.