Senior Financial Planner

Summary about this job

Detail information about job Senior Financial Planner. Terms and conditions vacancy

This is an exciting opportunity to join an established financial planning practice as a Senior Financial Adviser. The position will be based out of their CBD office and you will be working closely with experienced Accountants and responsible for building up a network of clients in the city.

This firm is very established and gives ethical advice, always putting the client first. Although you will be expected to build a network of clients, you will be given support and the time to do so in the right way. 

You will work under a very good brand and be given excellent administrative support along with referrals from the Accounting arm that you will work very closely with. 

For the successful candidate, there is both a lucrative base salary on offer as well as an emphasis on taking up equity in the business at no cost. 

Role Requirements:

• CFP qualified or working towards 
• 3+ years experience giving advice
• Preferably your own clients or ability to contact an existing network 
• Proven sales and business development skills, as well as the relationship management acumen to develop both internal and external referral partners
• Excellent communication skills

For more information, please contact Steph Langford 03 8640 5410 or [email protected].