FILLED – SMSF Specialist Adviser, Perth, $120-140k package

FILLED – SMSF Specialist Adviser, Perth, $120-140k package

SMSF Specialist Advisers Dream!! Accounting & SMSF Admin Business | Large Existing Book to service | One to one admin support

Recruit 2 Advice - SMSF Specialist Adviser - Financial Planning Recruitment

Incredible opportunity for an experienced SMSF Adviser to join a business servicing a large existing book of clients, with a dedicated Para planner, one to one admin support, and internal SMSF administration management services.

NO Joke!

Nationally recognised, the business has been providing financial advice for Australians from all walks of life since 1996. With foundations in SMSF administration and accounting, the business is a one stop shop for financial advice, insurance, accounting and tax services.

STOP doing admin!

Highly focussed on the SMSF sector the business has well established systems and experienced professional staff in place, allowing you to focus on relationships and advice.

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 review and practice development role, you will also build new client relationships to grow and develop the client base.

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, cash flow modelling, insurance (personal and business risk) and solid broad financial advice technical skills.

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

You are a relationship management professional with demonstrated capabilities to communicate with clients at all levels of sophistication. You display sound commercial acumen, time management and delegation skills and most importantly, passionate about servicing your clients.

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

Job Category: Certified Financial Planner Financial Planner Senior Financial Planner
Job Type: Full Time
Job Location: Perth
Experience: 3-5 Years 5 Years plus Book of Clients
Salary Range: $100-120k $110 - $130k Negotibale

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