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Senior Financial Planner

Job Title: Senior Financial Planner
Contract Type: Permanent
Location: Baulkham Hills, New South Wales
Industry:
Salary: Negotiable
Start Date: ASAP
Reference: 205708_1611875639
Contact Name: Fiona Lu
Contact Email: Fiona.Lu@peoplebank.com.au
Job Published: January 29, 2021 10:14

Job Description

The Company:

Our client is a small boutique sized financial advisory firm that focuses on providing quality advice with the focus on retirement planning. They provide the opportunity for Pre -Retirees and Retirees clients who lack strategy to plan and grow their wealth in the most effective way. They have a heavy focus on SMSF and investment advice.

This is the ideal opportunity for an experienced Financial Adviser looking for a self licensed firm that provides needs and goals based advice. The firm is looking to hand over a book of quality mature clients for the Adviser to service. You will be part of a growing team offering valuable support and training.

The Role:

  • Manage and build an existing book of clients
  • Provide holistic advice to clients with heavy focus on investment and SMSF
  • Working with advice team, regional and external clients
  • Work closely with back office staff; Paraplanners, CSO, etc.
  • Prepare investment models
  • Producing financial plans in line with agreed targets
  • Research of investment products, strategies and risk profiles
  • Acting in the best interest of the members with customer service as a priority

Skills & Experience:

  • 3 years'+ experience as a Financial Adviser
  • Must be currently an Authorised Representative
  • Meet FASEA requirements
  • Must have SMSF Accreditation and experience
  • Ethcis module completed is highly regarded
  • Experience with compliance framework in advice

For a confidential discussion please call Fiona Lu on 02 8267 2492, email fional@porterallen.com.au or click on the apply button below.