SENIOR FINANCIAL ADVISER

The financial advice industry is ripe for disruption. One of the biggest problems we face is far too many highly trained advisers are doing low leverage activities because of the inefficiencies of old and outdated business models.

Ever wondered how you will ever get out of the mountain of paperwork you need to implement? Plenitude Wealth has a team of experienced Client Service & Paraplanning specialists who will take the admin load off of your shoulders so that you can do what you do best.

We are looking for an adviser who loves to provide advice, change our clients’ lives and provide them with a fantastic experience without having to network, prospect, make sales calls and do unnecessary business development that produces low yields. Plenitude Wealth has a marketing team and a Principal Adviser who will take on the lion’s share of the marketing & sales workload to ensure you provide the best advice and outcomes for our clients.

One of our key projects for 2023 is establishing our SMSF offering. The Lead Adviser will be spearheading this project as they build towards building their client base. It is essential for applicants to have experience in providing advice on SMSF establishment, strategy and LRBAs.

Our flexible working arrangement provides our team with the ability to work from home for a couple of days a week as the majority of our client meetings are over Zoom. The catch is you’ll need to embody our core values of:

-- Progress over perfection

-- Play to win

-- Team first

-- Stay curious

-- Create an impact

If your aim is to become one of the best advisers in Australia, Plenitude is the perfect place to push yourself to become better every single day. Our goal is to house advisers who are wanting to make a positive impact in the Australian Financial landscape and champion our mission to increase financial literacy across the world.

The financial advice industry is ripe for disruption. One of the biggest problems we face is far too many highly trained advisers are doing low leverage activities because of the inefficiencies of old and outdated business models.

-- Progress over perfection

-- Play to win

-- Team first

-- Stay curious

-- Create an impact

Things we need

You need to have all education requirements to provide advice squared away. You must have a willingness to learn more and have the ability to optimise for better outcomes for both the business and clients.

Engaging clients, team members and business stakeholders will be your key focus along with sharing your knowledge to Team Plenitude.

Experience in all aspects of the advice process is necessary as you will be responsible for the supervision of advice delivery for your growing clientele. You will also be expected to build the necessary infrastructure to help Plenitude reach new heights.

We need a conscientious adviser who has a nurturing nature, an honest & transparent approach to communication and someone who is capable of having robust conversations with the aim of optimising for the ideal output.

Plenitude is a highly systemised and processed driven organisation designed to deliver holistic advice to young affluent households. We have an in-house mortgage broking team and a buyer’s agency to ensure we maximise all asset classes and deliver tangible results for our clients. We run a fast paced environment and we are growing rapidly.

We will reward you based on experience and commitment to our team.

Please note all applications will be treated in strict confidence.

Things we need

Engaging clients, team members and business stakeholders will be your key focus along with sharing your knowledge to Team Plenitude.

We will reward you based on experience and commitment to our team.

Please note all applications will be treated in strict confidence.

About the role

Position Description

About The Role

Position Description

The primary responsibility of this Advisor is client retention and reviewing/presenting client related financial plans and investment recommendations with existing clients without supervision. They spend 70% of their time with existing ongoing client relationships. Typically, they do not spend over 30% of their time developing new client relationships, but they do attend and/or sign prospective clients who are referred to the company or generated by Senior Advisors. They also help in building the necessary infrastructure to assist Plenitude in becoming more sustainable - like the SMSF offering we're looking to launch in 2023.
Our new Advisor ideally has a designation and over five years experience working in advisory or a related profession. They will review changes in the marketplace, industry, work with our Senior Advisor/s, and the Portfolio Manager to adjust client’s plans and investment allocations accordingly. They must be familiar and fluent in understanding a variety of the field’s concepts, practices, and procedures. They will rely on extensive experience and judgement to help clients solve complicated financial and investment management issues.
Learn from experienced Senior Adviser/s and fast track your career and progress
Significant investment in Personal and Career Development

The primary responsibility of this Advisor is client retention and reviewing/presenting client related financial plans and investment recommendations with existing clients without supervision. They spend 70% of their time with existing ongoing client relationships. Typically, they do not spend over 30% of their time developing new client relationships, but they do attend and/or sign prospective clients who are referred to the company or generated by Senior Advisors. They also help in building the necessary infrastructure to assist Plenitude in becoming more sustainable - like the SMSF offering we're looking to launch in 2023.
Our new Advisor ideally has a designation and over five years experience working in advisory or a related profession. They will review changes in the marketplace, industry, work with our Senior Advisor/s, and the Portfolio Manager to adjust client’s plans and investment allocations accordingly. They must be familiar and fluent in understanding a variety of the field’s concepts, practices, and procedures. They will rely on extensive experience and judgement to help clients solve complicated financial and investment management issues.
Learn from experienced Senior Adviser/s and fast track your career and progress
Significant investment in Personal and Career Development

Typical Duties

Work with senior adviser/s to develop strategy for clients
Conducts ongoing client meetings including annual, semi-annual and initial planning meetings with prospective clients
Attend and sign initial prospective client meetings as well as onboard new clients into the firm
Solve complicated financial planning, estate, tax and retirement issues
Serve on the investment management committee or helps determine firm investment strategies for clients
Work with Senior Advisor/s to manage and leverage the work needing to be completed for the top 20% of clients
Participate in and coordinate marketing efforts for the Senior Advisor/s
Help build the necessary infrastructure to make Plenitude a more sustainable business
Manage and coordinate all Associate Advisors under their supervision

Work with senior adviser/s to develop strategy for clients
Conducts ongoing client meetings including annual, semi-annual and initial planning meetings with prospective clients
Attend and sign initial prospective client meetings as well as onboard new clients into the firm
Solve complicated financial planning, estate, tax and retirement issues
Serve on the investment management committee or helps determine firm investment strategies for clients
Work with Senior Advisor/s to manage and leverage the work needing to be completed for the top 20% of clients
Participate in and coordinate marketing efforts for the Senior Advisor/s
Help build the necessary infrastructure to make Plenitude a more sustainable business
Manage and coordinate all Associate Advisors under their supervision

Key Characteristics

Work within an innovative and energetic team
Client relations and engagement focus
Strategy formulation
Translating value to clients
Make the role your own
Be supported by a team

Work within an innovative and energetic team
Client relations and engagement focus
Strategy formulation
Translating value to clients
Make the role your own
Be supported by a team

Who You Are

Someone looking to take a step up
Looking for something different and more exciting (not your usual Financial Advice Firm)
Someone who likes to learn and improve as part of the team
Someone who takes Personal Responsibility with their own value
Client outcome focussed

Someone looking to take a step up
Looking for something different and more exciting (not your usual Financial Advice Firm)
Someone who likes to learn and improve as part of the team
Someone who takes Personal Responsibility with their own value
Client outcome focussed

Education Requirements

Postgraduate qualification relevant to advice or studying toward this
Hold appropriate financial planning qualifications and working toward FASEA education requirements, including FASEA exam and TPB requirements
SMSF accreditation

Postgraduate qualification relevant to advice or studying toward this
Hold appropriate financial planning qualifications and working toward FASEA education requirements, including FASEA exam and TPB requirements
SMSF accreditation

If you’re interested in this role and think that this is what you’re looking for, send an email to [email protected] with your resume, and let us know you’re interested! Please personalise your cover letter so that we get some insight as to who you are as a person and why you want to join our team.