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Senior Financial Planner - Eastern Suburbs

Job Title: Senior Financial Planner - Eastern Suburbs
Contract Type: Permanent
Location: Docklands, Victoria
Industry:
Salary: AU$130000 - AU$180000 per annum
Reference: 201314_1581464645
Contact Name: Adrian O'Donnell
Contact Email: adrian.o'donnell@porterallen.com.au
Job Published: February 14, 2020 09:14

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

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