FILLED – Senior Financial Planner, Sydney CBD – $120 -140k package
- National Business + technology enhanced
- Existing Clients to service
- One to one admin support
- Attractive reward structure
Great role for a Senior Financial Planner to join a national business to service existing clients with dedicated admin + technology enhanced advice production and client CRM systems.
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. 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 building relationships and delivering advice to clients, and 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.