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Senior Financial Planner

Job Title: Senior Financial Planner
Contract Type: Permanent
Location: Melbourne CBD, Victoria
Industry:
Salary: Great Commission
Start Date: Negotiable
Reference: 168258_1497396007
Contact Name: Samantha Bainbridge
Contact Email: samanthab@porterallen.com.au
Job Published: June 14, 2017 09:36

Job Description

My Business partner is one of the most reputable mid-tier firms in the CBD and is seeking an experienced holistic Financial Planner to join their firm. They are a national firm who have had minimal turnover for the past seven years. Their clients generally fall into the HNW or UHNW space.


Key role responsibilities:

  • Commitment to Financial Planning and a customer centric approach to your role
  • Undertake quality consultative conversations with clients to understand their needs and provide strategic holistic advice
  • Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
  • Strong commercial acumen and an ability to build long term relationships with referral partners and clients
  • Strict adherence to Risk, Compliance and Advice processes and protocols

The successful candidate will possess:

  • Solid and proven experience working as a Senior Financial Planner
  • Tertiary qualifications in a related discipline is preferred
  • DFP is essential with a preference for ADFP or CFP
  • The ability to expand exisiting networks

The Benefits:

  • Flexibility, uncapped bonus, team support
  • Highly competitive remuneration
  • Opportunity to grow your career within the business
  • Potential equity

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