Senior Financial Planner - Adelaide

Currently due to growth a brilliant opportunity has arisen for an experienced Senior Financial Planner / Private Client Advisor to join the team on a permanent basis based in Adelaide.  
Key Duties include:

  • Develop relationships with existing clients and provide strategic quality advice offering a client centric approach 
  • Prepare investment and strategic holistic advice to HNW clients (retirees and pre-retirees mainly)
  • Identify opportunities and provide holistic wealth advice to customers with complex wealth needs
  • 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
  • Commissions are based on client retention and compliance (little focus on revenue target)

About You

  • Highly ethical Senior Financial Planner / Private Client Adviser with proven ability of working relationships providing sophisticated financial advice to HNW clients
  • CFP Qualified preferred
  • Tertiary Qualifications 
  • Solid technical advising knowledge
  • FASEA Approved Degree completed (desirable)
  • Client centric focused 

10/03/2020 $0 Adelaide 1 Banking & Financial Services
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