Senior Financial Planner

Summary about this job

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

• Manage a well established client base
• Manage $400k to $600k per year in reoccurring revenue
• Provide a true holistic service

This is an excellent opportunity for a Senior Financial Planner to manage a well established client base. They are a well-established company who have gone from strength to strength and are now looking to continue this positive company growth.

We are looking for someone who has the ability to build and maintain relationships with a current book of clients, you will manage $400k to $600k per year in reoccurring revenue.
 
We need someone who wants to provide a true full holistic service within Financial Advice.

• Manage a well-established client base
• Provide a true holistic service to your clients
• Manage $400k to $600k per year in reoccurring revenue
• Work with a range of loyal and long-term clients
• Have strong communication skills
• Be willing to embrace technology new systems are key to helping clients
• Someone who has had exposure to an accounting background would be a massive asset
• Have excellent excel skills
• Be part of a growing company and rewarded with excellent opportunities

Salaries are dependent on experience but will be in the range of $130k - $150k + Super dependent on experience. (+ Bonuses)

Send your resumes to David Berritta at [email protected] or go onto our website at www.bentleyrecruitment.com.au for more opportunities.

If you would like to discuss this or other opportunities please call me on 07 3229 8020.