FILLED – Certified Financial Planner $150K
Accounting & Integrated Financial Services
Package Circa $150k
Sydney CBD
Existing Clients to Service
This role will suit a Certified / Senior Financial Planner looking to apply your professional capabilities in a highly focused integrated financial services firm with strong existing client relationships.
The Role – Certified / Senior Financial Planner
The role is to provide a high level of service and advice to an existing list of clients through personal interaction and client reviews, and on board new clients developed through accountant partner relationships.
Provide technically competent advice to key client segments – retirees, redundancy, wealth accumulators and business owners, delivering specialist services in SMSF and Business Succession Planning advice. Develop financial planning strategies for new and allocated clients.
The Benefits
The opportunity to apply your professional capabilities in a highly focused integrated financial services firm with strong existing client relationships.
Enjoy a hybrid role with an existing clients list and the opportunity to build relationships with accountant colleagues to support new advice clients.
Benefit from internal support with administration and a high level of technical knowledge plus specialist SMSF management capabilities.
The Person
Ideal applicants will have 5 years’ experience in a client facing advice role encompassing a broad range of client types and demographics.
You will demonstrate a high level of competence and success delivering a broad range of strategic advice to clients, experience with SMSF’s and Business Succession Planning advice to business owners will be beneficial.
Degree qualified and have completed or near completion of CFP designation, plus FASEA accreditation.
Remuneration
Base salary package (negotiable) circa $150K, plus annual incentive bonus.
Certified / Senior Financial Planner - **Please make an expression of interest or contact us to receive the full company and position brief.