FILLED – Senior Financial Planner | $140-$150k
National role in a mature established advice practice within a national health, wealth and wellbeing organisation.
- Existing Client Book circa 75 - segmented
- Excellent Systems & Collaborative Management Team
- Dedicated Client Service Support Team
- Salary Negotiable circa $140-150k, plus bonus
The Role
The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships. Enjoy a Hybrid advice role with existing and new business clients.
Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services. Provide leadership and mentoring to a small dedicated team of advice professionals.
Benefit from a high level of internal support with dedicated administration with all back office function taken care of by the team, with the exception of strategy development, file notes, client interaction, cash flow modelling, and overall client relationship management responsibility.
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 display advanced technical skills with direct experience working with SMSF’s, defined benefits, and retirement income streams.
The Rewards
A highly attractive package will be negotiated for the successful applicant inclusive of base salary negotiable plus superannuation, and highly achievable annual incentive bonus.
Please contact us to make an expression of interest and receive a full brief on the company and position.