POSITION FILLED | Senior Financial Planner – Canberra – $140k+
Opportunity for a Senior Financial planner in Canberra to join a dynamic growing professional services business with a well established advice practice, within a large well resourced national organisation.
- Accountant business partners + external referral partners
- Dedicated Client Service Support Team
- Collaborative Management & Excellent Systems
The Role
The opportunity to apply your professional capabilities in a highly focused advice firm with strong foundations, great support, and business partners to leverage new business.
Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services. Take the lead and drive new business working with internal and external business partners.
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 - Senior Financial Planner
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.
Experience and demonstrated success working with referral partners will be highly regarded.
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 Dugald Braithwaite to make an expression of interest and receive a full brief on the company and position.
Via email in the first instance –
contact@recruit2advice .com.au