NEWLY CREATED ROLE – Senior Financial Planner – OTE $150K

NEWLY CREATED ROLE – Senior Financial Planner – OTE $150K

Recruit 2 Advice - Senior Financial Planner

This role will suit a Senior Financial Planner looking to apply your professional capabilities in a highly focused advice firm with strong existing client relationships.

Fantastic opportunity for an experienced Adviser to join a professional business in the Norwest of Sydney. The role has been created to support continued growth of the business.

Qualified experienced Financial Planning professionals with demonstrated experience managing existing clients are invited to make an expression of interest.

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, client reviews, education, and training services.

Working closely with the Practice Principal you will provide “High Touch” relationship management and education services to a wide variety of clients.

Maintain service levels and grow the book. By enriching clients knowledge and enhancing relationships increase the value of advice and grow the book through organic servicing and new business on-boarding.

As an advocate for the business, engage in the business’s advice philosophy and service delivery by pro-actively supporting activities around the brand, marketing and educational workshops.

Identify referral opportunities from existing clients, strategy for seminars, and other promotional activities to leverage business generation activity. Attend and provide support for marketing activities.

You will work closely with the Principal of the firm to implement new processes and efficiencies to support the growth of the advice capability.

Achieve agreed annual targets with initial revenue and recurring revenue with respect to ongoing advice fees, insurance fees, client numbers, retainer conversions and expenses.

Contribute to the establishment of the practice annual revenue targets.


The Benefits

The opportunity to apply your professional capabilities in a highly focused (non-bank/insto-aligned) independent firm with strong existing client relationships. Display your passion for advice in a business with a sole focus on providing outstanding advice and educational services.

Benefit from a high level of internal support with administration with all back office function taken care of by the team, with the exception of strategy development, file notes, client interaction, cashflow modelling, and overall client relationship management.

Continued professional development and growth with the company leading to the ongoing development of your client book and associated revenues, ideally leading to a long term role in the business.


The Person

Ideal applicants will have 5 years’ experience in a client facing advice role encompassing a broad range of client types and demographics. Additionally you will have direct experience working with retirees and managing directly held-asset portfolios.

You will demonstrate a high level of client service ethic, aptitude and capabilities, working knowledge of cash flow modelling advice, tax structures and long term investment strategies.

Degree qualified and have completed or near completion of CFP designation. (FASEA Ethics compliant or near)

Advanced interpersonal relationship skills, strong analytical skills and eye for detail, client service focus and a genuine desire to help others are a must. High energy levels, new client engagement skills, lateral thinking capabilities and commercial aptitude will be expected.



Base salary $100-120K inclusive of superannuation, plus annual incentive bonus.

Bonus paid on client retention, organic growth, client referrals and new business written, plus standard gateway and balanced scorecard measures, compliance, client satisfaction, team work, personal development.

The business wants to recognise your contribution, recognise and reward your success with a transparent incentive structure.

**Please make an expression of interest or contact us to receive the full company and position brief.

Follow Share & Like
Job Category: Certified Financial Planner Senior Financial Planner
Job Type: Salary
Job Location: Norwest Sydney
Experience: 3-5 Years 5 Years plus
Salary Range: $100-120k

Apply for this position

Allowed Type(s): .pdf, .doc, .docx