Senior Financial Planner $100-130,000 Plus Super- Albert Park

Summary about this job

Detail information about job Senior Financial Planner $100-130,000 Plus Super- Albert Park. Terms and conditions vacancy

This privately-owned financial advisory company is located in Albert Park and provides strategic wealth management advice to predominantly Retirees but also, Executives, Family groups and Wealth Accumulators. 

The business is passionate about quality advice and compliance and are seeking an employee with the same attitude

The Managing director has also taken a back step from advising and is going to be focused on bring in new clients to keep the financial planners focused on strategic and client servicing matters  

The successful applicant will be given a portfolio of clients to manage and provided with full and administration support.   Full training, including a handover programme will be undertaken as part of the transition of clients to the new Financial Adviser. 

Skills and experience required:

• 5 + years of experience in the advisory industry, having gained a good understanding of the entire financial planning process, enabling you to oversee the support staff and delegate work

•  Strong Client Servicing/ People Skills. Ability to engage with clients and build on relationships.

• Strong technical/strategic advisory skills. CFP qualification will be viewed favourably.

• Ability to work in a team environment and manage outcomes necessary for clients.

• Strong time management skills to meet deadlines. 

The ideal candidate will come with either a small portfolio of their own clients, or a referral source.  This is highly desirable, but not essential

For a confidential discussion, please contact:

Kiera Brown
Principal Consultant
FS Recruitment Solutions

0409 598 111
[email protected]
www.fsrecruitmentsolutions.com.au