Financial Planner
Our client is looking for an experienced Financial Planner to join their dynamic and high performing firm, based in Sydney CBD.
Summary about this job
Financial Planning
Company: Nexia Australia
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-8-1480-2952
Fax: +61-8-4388-6952
E-mail: n\a
Site: n\a
Detail information about job Financial Planner. Terms and conditions vacancy
- Advise a wide variety of Company Directors, Senior Executives & Business Owners
- Collaborate with a high performing & supportive team
- Progressive rewards with a great organisational culture
If you are looking for:
- A Strategic Financial Planning role advising highly successful Business Owners, Senior Executives and Company Directors
- A highly professional and supportive team
- Progressive rewards for high performance
- Ongoing learning and development
Then look no further!
Our client is an independent, entrepreneurial and successful boutique financial planning and accounting firm, who is looking for an energetic and experienced Financial Planner to join their team.
To be successful in this role, you will require:
- previous experience (5+ years) as a financial planner with paraplanning experience in either an accounting or HNW financial planning firm;
- appropriate professional and technical skills, with experience in:
- investment - platforms and managed funds
- personal insurance
- compliance
- estate planning
- SMSF
- HNW clients
- strong interpersonal and communication skills (written and oral);
- ability to collaborate and work effectively in a team with a high attention to detail;
- a passion for investment and with a strategic focus;
- experience managing a team and delegating work; and
- superior client service skills with the ability to build long term professional relationships.
You will be working closely with the Managing Director and existing team to provide advice to our HNW clients and support them through their financial journey.
As an authorised representative for our client, you will be responsible for:
- supporting the Managing Director and assist with driving business growth;
- the Advice process and Compliance including:
- meeting with clients
- responding to all client queries as their first point of contact and ensure related tasks are attended to;
- manage sales to new clients;
- identifying opportunities for new business within the firm and through your own network;
- managing the administration support team including:
- ensuring all compliance requirements are met
- ensuring client reviews are prepared for;
- prepare SOAs and ROAs and/or manage outsourced paraplanning;
- ensuring advice is implemented
If you feel you would be suited to this role, please send your CV and cover letter to [email protected]