POSITION FILLED | Senior Financial Planner – Go Global

The Business

The business offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. With offices in London, Malta, Sydney, Texas, Abu Dhabi and multiple offices in Dubai, they provide seamless cross border structural advice enhancing the financial wellbeing of a rapidly growing client base.

With an unrestricted Australian Financial Services License, they require qualified Advisers locally to work in conjunction with international advice partners to build on the increasing global strength of these high quality advisory services to clients.

A fresh approach with young dynamic management, global reach and borderless growth opportunities set them apart in the market.

The Role – Certified / Senior Financial Planner

The primary focus of the role is to provide a high level of service to all clients through personal interaction, client advice, and education services.

Your role will have a strong focus on UK Pension clients requiring structural financial advice in Australia, both current residents and inbound. It is anticipated a large percentage of these clients will require SMSF specific advice.

Working closely with international Advisers you will provide “High Touch” relationship management and education services to assist with a seamless transition for clients. You will become their trusted local Adviser in Australia on all matters financially related.

Forming part of the international team you will provide technical support and advice / strategy guidance to Advice team members globally, and manage local relationships relative to advice, services and products across platform, asset management, and Insurance, among others.

The Benefits

The opportunity to apply your professional capabilities in a highly focused advice firm with an unrestricted AFSL and global reach.

Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.

Broaden your advice horizons with 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 partnership in the business.

The Person

Ideal applicants will have 3-5 years’ experience in a client facing advice role encompassing a broad range of client types and demographics.

Broad Financial Planning skills with demonstrated SMSF experience for clients in accumulation and pension phases with accompanying portfolio management advice. Experience in UK Pensions is not a requirement although will be highly regarded.

Ideally you will have:

• Degree Qualification
• CFP status
• SMSF Certification
• Successfully completed FASEA exam
• Started pathway studies to Graduate Diploma (or already completed at that level or higher).

High energy levels, new client engagement skills, lateral thinking capabilities and commercial aptitude will be expected.

Remuneration

A competitive package will be offered to include base salary plus superannuation, and quarterly incentive bonus.

If you think this is you, and you are an experienced Senior Financial Planner ready to Go Global, please contact us.  On application we will provide more information and discuss your situation in confidence.