Senior Financial Planner $120,000-130,000 Plus Super- Equity Position

All vacancies of AustraliaBanking & Financial ServicesSenior Financial Planner $120,000-130,000 Plus Super- Equity Position

Independent & sophisticated financial planning boutique seeking a senior advisor for succession planning in the short to medium term

Summary about this job

Financial Planning

Company: FS Recruitment Solutions

Location: Melbourne

Work type: Full Time

Salary: Negotiable depending on experience

Phone: +61-3-4814-2680

Fax: +61-2-6375-9491

E-mail: n\a

Site:

Detail information about job Senior Financial Planner $120,000-130,000 Plus Super- Equity Position. Terms and conditions vacancy

This privately-owned financial advisory company is located in the the South Eastern Suburbs and provides strategic wealth management advice to: Retirees, Executives, Family groups and Wealth Accumulators. A large proportion of the clientbase comprise of High Net Worth individuals and family groups. 

The business is passionate about quality advice and compliance and have their own AFSL.

The current business owner is hoping to retire in 3 years and would ideally like the new financial planner to be part of his succession plan

A core part of their offering centres on its use of a Business Development Manager who specialises in meeting with potential new clients and pre-vetting them for the financial advisors.  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 paraplanning 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 Statement of Advice (SOA) process from preparation to presentation to client. (You will not have to write any SOAs, but you do need to be able to quality check them)

  •   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. 

A regular stream of new client referrals will be provided to you and you will be eligible for a large bonus base on the fees generated.


For a confidential discussion, please contact:

Kiera Brown
Principal Consultant
FS Recruitment Solutions

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

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