Financial Planner- Take over existing book of clients

The Company

This Financial Planning firm has been established for over 20 years and delivers comprehensive Wealth Management advice while partnering with Accountants 

The business is dedicated to treating their clients financial well being as a whole, and steering them in the most appropriate direction for their personal and business situation.

The Role

You will be provided with a book of clients who will be introduced to you by an existing Financial Planner, ensuring a smooth transition.  You will be responsible for the provision of financial advice including but not limited to;

          Retirement planning



          Insurance (the client base is very insurance focused)

          Estate planning,

          SMSF advice and structuring.  

Key Deliverables 

  • Collaborating and communicating with clients to understand their financial objectives     
  • Providing strategic financial planning and investment advice including asset allocation, investment structures, estate planning, superannuation and retirement planning.
  • Servicing, retaining and delivering solutions to meet client needs developing relationships and prospecting new opportunities 
  • Maintaining professional relationships with key internal and external stakeholders      

About You 

You'll be a self-starter with strong organizational and planning skills. You'll be able to visualise the big picture and understand all the small components that need to come together to achieve your desired outcome.

Experience and Qualifications

  • 3+ years of experience as a Financial Planner
  • Must be on the ASIC AR register prior to 31 December 2018,
  • Must be committed to ongoing training to meet FASEA standards. 

Full paraplanning and administration support will be provided.



14/09/2020 $0 Adelaide 1 Banking & Financial Services
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