Position Filled – Senior Financial Planner, Melbourne CBD – $120 -140k package

• National Business + technology enhanced
• Existing HNW Clients to service
• One to one admin support
• Attractive reward structure

Fantastic opportunity for a Senior Financial Planner to join a national business servicing existing HNW clients, with dedicated one to one admin support.

Nationally recognised business providing financial advice for Australians from all walks of life since 1994. Forward thinking with the use of smart technology, allowing Advisers to spend more time building relationships.

The business provides full financial advice, insurance, debt and taxation advice to clients via an aligned business channel, and a salaried advice team.

The primary purpose of the role is to provide a high level of service and advice to an existing portfolio of clients with a high concentration of SMSF’s and associated direct equity portfolios. A hybrid position, you will also build new client relationships to grow and develop the client base.

You will be joining a national team with extensive support, including one to one administration, advice operations, highly experienced management, and a dedicated Adviser buddy program to get you going.

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

You will demonstrate a high level of competence and success delivering SMSF strategies to clients, experience in direct equity portfolios and solid broad financial advice technical skills.

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

You are technology embracing and passionate about your advice career.

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