Senior Financial Planner - Boutique
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You will have access to an established client base, have a strong referral source and have full administrative and paraplanning support
Summary about this job
Financial Planning
Company: Profusion Group Pty Ltd
Location: Newcastle, Maitland & Hunter
Work type: Full Time
Salary: Excellent Salary and Benefits
Phone: +61-7-4296-4657
Fax: +61-7-1743-4120
E-mail: n\a
Site: n\a
Detail information about job Senior Financial Planner - Boutique. Terms and conditions vacancy
Company OverviewThe business is in growth mode both in terms of adding advisers and in ensuring that advice provided and support given is first rate.
Role Overview
The focus is on providing exceptional quality in terms of advice and service.
There is full paraplanning and adviser support provided, along with strong leadership and buy-in from the wider group.
Responsibilities
- Provide service and advice in order to retain and grow the client base
- Provide tailored financial advice to a range of clients by developing strategies and plans that meet each clients needs
- Providing annual reviews for existing clients
- Meet and exceed KPI's relating to revenue and retention
- Ensuring advisory standards, process and controls are adhered to
The ideal candidate will be a professional adviser, who is passionate about delivering quality outcomes to clients, who is commercially minded and is success orientated. Also:
- Minimum of four years' experience as a financial planner
- Advanced Diploma of Financial Planning and degree qualified
- Preferably CFP
- Ability to build strong relationships internally and externally
- Strong track record of success as an adviser
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