Job Description
Senior Financial Planning role for an experienced adviser with proven track record of leadership and mentoring as well as an established network within Eastern suburbs.
$130k-$180k salary
10% super
STI potential
About the role
Responsibilities include but are not limited to:
- 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 and business partners
- Contribute towards running a commercial business focused on servicing client needs with professionalism and in an ethical manner
- Coach and mentor advisers on best practice, compliance and servicing of clients
- Work with support team to ensure accurate implementation of advice strategies and to provide ongoing advice
Successful candidate will have the following:
- Minimum 10 years as a financial planner
- Have completed Masters of Financial Planning or minimum Graduate Diploma in Financial Planning
- Registered with Tax Practitioners Board (TPB)
- Hold a completed Certified Financial Planning program or be committed to completing
- Proven record of leadership (formal or informal) and mentoring within financial services
- Strong ability to promote and build referral networks within Eastern suburbs
- Ability to manage strong relationships with internal and external stakeholders
To be considered for this highly rewarding role please email your resume via the link or to have a confidential discussion about this and other opportunities across financial services, please contact Adrian O'Donnell on 0402 030 906
