FILLED – Financial Planner – Accounting Firm – Northern Beaches Sydney – $110k

FILLED – Financial Planner – Accounting Firm – Northern Beaches Sydney – $110k

Recruit 2 Advice - Senior Financial Planner - Jobs - Financial Planning Recruitment
  • Large Accounting Firm
  • Fast Growth Practice
  • HNW Clients + Broad Clientele
  • Supportive culture and career advancement

Fantastic opportunity to apply your advice capabilities in a highly focused professional services firm with a well established financial planning practice. Enjoy a hybrid role managing existing clients and the opportunity to build new advice relationships.

This accounting firm is on strong foundations built over decades servicing clients on the northern beaches of Sydney. With an enviable reputation, large and loyal client base, they are positioned on a strong growth trajectory.

Driven by demand this new role sits in the experienced advice practice, with administrative support, high level technical capabilities, mentoring and enviable compliance record.

Ideal applicants will have experience in a client facing advice role encompassing a broad range of client types and advice requirements. Experience working directly with accountants and managing successful referral relationships will be highly regarded.

Degree qualified and have completed or near completion of CFP designation, plus FASEA accreditation.

You will collaborative, enthusiastic, supportive, accountable, team oriented, and enjoy being hands on in the advice process.

The successful applicant will receive on-going training and mentoring to ensure continued professional development, ideally leading to career advancement and longevity with the business.

Please forward your CV in confidence for review. On application a more detailed briefing is available on the business, management, and the role.

Job Category: Certified Financial Planner Financial Planner Senior Financial Planner
Job Type: Full Time
Job Location: Nothern Beaches Sydney
Experience: 1-3 Years 3-5 Years
Salary Range: $100-120k

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