Senior Financial Planner

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We are currently seeking an experienced, licensed Financial Planner to work with a boutique company with an extensive client database!

Summary about this job

Financial Planning

Company: RPA Financial Planning

Location: Sydney

Work type: Full Time

Salary: $90,000 - $120,000

Phone: +61-8-6912-7972

Fax: +61-8-1559-1560

E-mail: n\a

Site:

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

  • Not just a job - a fantastic opportunity leading to a partnership role!
  • Competitive salary package
  • Located in our head office in Chatswood

ABOUT US:

RPA Financial Planning is a privately owned integrated Australian financial planning firm.

We are committed to helping Australians maximise their personal wealth with our innovative approach to money management and expert financial advice.

 

THE ROLE:

We are currently seeking an experienced, licensed Financial Planner to work with and take charge of a boutique company with an extensive client database.

The primary purpose of this role is to provide holistic advice to clients in all aspects of wealth accumulation. You will help build the business by providing quality advice in a timely manner and identify potential opportunities for new business.

 

DUTIES & RESPONSIBILITIES:

  • Assist clients to identify and meet their financial goals
  • Provide tailored holistic financial advice
  • Assist client managers and have management procedures in place
  • Providing annual reviews for existing clients
  • Contribute to business and growth strategies
  • Ensuring advisory standards, compliance processes, and controls are adhered to

 

SKILLS & REQUIREMENTS:

  • Senior level experience in Financial Planning
  • Minimum of 5 years’ experience is a must!
  • Full AFSL Licence preferred but not essential
  • Strong understanding of property advice in SMSF
  • Experience in risk and insurance advice
  • Proven ability to bring in new business and manage clients
  • Excellent communication and strong interpersonal skills
  • Ability to work as a part of, as well as lead a team

 

BENEFITS:

  • Opportunity leading to a partnership role within a new growing business!
  • Professional, hard working team environment
  • Supportive management
  • Great work/life balance

 

If this role sounds like you would be a great fit hit the 'APPLY' button now and ensure you include your resume and cover letter detailing your relevant experience and why you would be the ideal candidate for this role!

 

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