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Financial Planner

Job Title: Financial Planner
Contract Type: Permanent
Location: Melbourne, Victoria
Industry:
Salary: Negotiable
Reference: 206344_1601858050
Contact Name: Adrian O'Donnell
Contact Email: adrian.o'donnell@porterallen.com.au
Job Published: October 05, 2020 11:34

Job Description

Responsibilities include but are not limited to:

  • Meeting clients, analysing their personal financial and lifestyle requirements, and developing high quality advice strategies with a focus on investment advice
  • Engage and maintain client connections with internal and external referral partners
  • Contribute towards prcoess improvement within a business focused on servicing client needs with professionalism and in an ethical manner
  • Work with support team to ensure accurate implementation of advice strategies and to provide ongoing advice
  • Provide holistic advice to a range of HNW and UHNW clients
  • Network and build strong referral partnerships with 3rd parties and internal stakeholders

Successful candidate will have the following:

  • Proven experience as a Financial Planner
  • FASEA approved qualifications
  • Strong compliance record
  • Ability to work autonomously as well as with stakeholders to ensure quality advice is provided and implemented for new and existing clients
  • Strong 3rd party referral connections
  • Existing client book


To have a confidential conversation about this role or enquire more please contact Adrian O'Donnell on 0402 030 906 or email adrian.o'donnell@porterallen.com.au.