Financial Planner- Take over existing book of clients
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.
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;
Insurance (the client base is very insurance focused)
SMSF advice and structuring.
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
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.