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
