Nicole Darmanin’s Post

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Talent Acquisition Lead @ Pivot Wealth | Helping people invest smarter to create a life not limited by money

A lot of Advisers get pretty grumpy coming up to EOFY 🥵 All of the ADMIN, the follow up, chasing clients xyz... The result of being either: 1. Under-supported 2. Having to take on too many clients One thing we pride ourselves on at Pivot, is providing a top-tier service to our clients. Making sure that our T's are crossed, our I's are dotted & we're identifying every opportunity available to our clients. To do that, our Advice team needs to be supported & have the time to focus on exactly that. What we do is: 1. Every Adviser has a dedicated pod - Associate, CSO, Paraplanner. 2. They take on a book of absolutely no more than 100 clients. 3. We leverage technology to remove tedious tasks. 🤏🏼 If you're feeling the pinch this EOFY, good news is that we're hiring for one more Senior Adviser to join our Sydney HQ at Pivot Wealth. Ben Siobhan

Senior Financial Adviser Job in Sydney NSW - SEEK

Senior Financial Adviser Job in Sydney NSW - SEEK

seek.com.au

Sounds like Pivot has a winning formula for keeping both clients and advisors happy! 💼✨ Nicole Darmanin

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