My client is a prestigious and highly impressive Wealth Advisory / Accounting firm based in Cairns and currently a highly rewarding and exciting permanent position has become available for an experienced and qualified Senior Financial Planner to join the passionate high performing Private Wealth team.
My client offers client centric focused advice to loyal clients and ethics around the advice given to clients is critical.
Key Duties include:
Develop relationships with existing clients and provide strategic quality advice offering a client centric approach
Deliver high quality financial advice, while maintaining an exceptional level of client service, to both new and existing clients.
Prepare investment and strategic holistic advice to HNW clients
You will be confident in preparing and presenting strategic financial plans to prospective clients and providing ongoing strategic and investment reviews to existing clients.
Maintain high level compliance standards
Identify opportunities and provide holistic wealth advice to customers with complex wealth needs
Being seen as a trusted adviser and driving the profitability across a portfolio of HNW customers
Undertake quality consultative conversations with clients to understand their needs
Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
You will have access to in-house Client Service and Paraplanning support, enabling you to provide your clients with high quality and timely financial advice. You will also have the opportunity to partner with our accounting practice, working collaboratively as a team to provide a full suite of services to our clients.
Highly ethical Senior Financial Planner / Private Client Adviser with proven ability of working relationships providing sophisticated financial advice to sophisticated clients
Previous financial planning experience within a similar role with a proven track record in providing compliant and holistic financial advice