Senior Financial Planner – Mornington, VIC
Fantastic opportunity for a Senior Financial Planner – Mornington, VIC practice, with a dynamic multi-office fast growing business with expanding national footprint.
NEW position due to internal structural changes and growth.
- High Performance Culture
- Package circa $150-160k + B
- Succession & Equity Potential
- National CSM Admin support team
Note: This is not a remote role, to be considered Advisers must live within 45 minutes of Mornington.
The Business
National financial advisory business providing holistic advice to individuals and family groups across four locations. The board and Advice leadership team boast decades of industry experience from a variety of institutional, public and private financial advice firms.
Enjoying a large and loyal client base, the business is on a growth path with strong foundations and an uncomplicated goal. More advice to more Australians.
The business has 11 Advisers and a national client service and administration support team of 7.
The Role – Senior Financial Planner (Hybrid)
The primary focus of the role is drive new client relationships working with your current clients and referral partners, complimented by working alongside the Principals and existing networks.
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 relationship management of third party referral partners.
The secondary component will be managing existing Intend clients. Working closely with the Practice Principals you will provide “High Touch” relationship management and education services to a wide variety of clients.
As a Senior Adviser you will engage in the annual review process with the Principals engaging clients in a second seat capacity, building relationships with a view to handover.
The Benefits
The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships. Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.
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 3-5 years’ plus experience in a senior client facing advice role encompassing a broad range of client types and demographics.
A professional and mature Adviser, you will demonstrate a strong commercial track record of building new client relationships and associated revenues. A go getter and hunter by nature your strengths are building networks, referral relationships and driving new business.
Remuneration
Base salary negotiable circa $150-160k (TEC – inc super) and annual incentive bonus.
The business wants to recognise your contribution and reward your success. After a period of performance and settling in, equity may be made available to Advisers contributing to the overall success of the business.
Next Steps
On expression of interest Advisers will be provided a full written company brief and overview of the position and benefits.
*Only available to Australian residents meeting current Advice licensing requirements.