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 process 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
- Degree qualification in Financial Planning, Business, Accounting or Commerce
- 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.
