Senior Financial Planner

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Opportunity for a Financial Planner assisting mainly business clients - CBD, $120+super+bonus

Summary about this job

Financial Planning

Company: Stirling Andersen

Location: Melbourne

Work type: Full Time

Salary: n\a

Phone: +61-2-9397-5474

Fax: +61-8-4651-6664

E-mail: n\a

Site:

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

Our client is an iconic Australian institution that has been providing financial solutions for over 100 years. Due to a mixture of strategic and organic growth, they now have an opening for a qualified, motivated, and experienced Financial Planner to join their ranks of first-rate professionals. 

Your role as a Financial Adviser will be a combination of managing the needs of existing business clients and converting prospective clients introduced to you by the 16 relationship managers you would be working with. You will be one of two advisors in this particular team, so the opportunity is fantastic. 
 
Based in the CBD, your role will be very autonomous providing a high level of flexibility and work-life balance. 

Your responsibilities 
  • Develop and maintain relationships with business clients referred to you by the team of highly skilled relationship managers to generate advice, and ongoing relationshis
  • Identify and develop relevant opportunities
  • Monitoring clients’ financial plans through regular ongoing reviews and re-balancing of investment portfolios.
  • Assisting clients with Business succession planning and addressing business insurance needs such as Key person insurance and Buy-Sell agreements.
  • Maintaining a high level of compliance
You 
  • Preferably working towards CFP, but not essential
  • Tertiary Qualified in a relevant field of study- Commerce/Business/Financial Planning etc
  • 3-5 years giving advice (including Strategic Advisory Experience - Buy/Sell, Key Person Insurance, SMSF/Estate Planning/Investments)
  • Passion for delivering highly technical advice to a range of clients including HNW
  • Proven track record of effectively fostering internal and external referral channels

For a confidential discussion about this opportunity, do not hesitate to contact Jessica Swindon on (03) 8640 5410 or send an email to [email protected]. Alternatively, apply through this advert.

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