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Senior Financial Planner

Job Title: Senior Financial Planner
Contract Type: Permanent
Location: Southbank, Victoria
Industry:
Salary: Up to AU$180000.00 per annum
Start Date: ASAP
Reference: 203093_1591057483
Contact Name: Adrian O'Donnell
Contact Email: adrian.o'donnell@porterallen.com.au
Job Published: June 02, 2020 10:24

Job Description

About the role

Responsibilities include but are not limited to:

  • Provide exceptional service to clients, delivering high quality advice focused on best interests of clients
  • Meeting clients, analysing their personal financial and lifestyle requirements, and developing high quality advice strategies
  • 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 advice to a range of clients including super, SMSF, trusts, insurance, pre and post retirement, new business and ongoing servicing of clients

About You

The successful candidate will have the following;

  • Minimum 5 years experience as a Financial Planner
  • Diploma of Financial Planning/ Services
  • Relevant Degree or Graduate Diploma
  • CFP completion or on pathway to completion
  • Experience in delivering complex advice to HNW clients
  • Strong networking skills and ability to communicate effectively, verbal and written

To find out more about this amazing opportunity hit 'apply for this job', contact Adrian O'Donnell on 0402 030 906 or adrian.o'donnell@porterallen.com.au