Senior Financial Planner

Senior, high salary financial planning role, CBD location, Delivery of complex advice to HNW clients.

About the role

Responsibilities include but are not limited to:

  • Provide exceptional service to clients, delivering high quality advice focused on best interests of clients
  • Meeting clients, analysing their personal financial and lifestyle requirements, and developing high quality advice strategies
  • Engage and maintain client connections with internal and external referral partners
  • Contribute towards process improvement within a business focused on servicing client needs with professionalism and in an ethical manner
  • Work with support team to ensure accurate implementation of advice strategies and to provide ongoing advice
  • Provide advice to a range of clients including super, SMSF, trusts, insurance, pre and post retirement, new business and ongoing servicing of clients

About You

The successful candidate will have the following;

  • Minimum 5 years experience as a Financial Planner
  • Diploma of Financial Planning/ Services
  • Relevant Degree or Graduate Diploma
  • CFP completion or on pathway to completion
  • Experience in delivering complex advice to HNW clients
  • Strong networking skills and ability to communicate effectively, verbal and written

09/06/2020 $0 CBD & Inner Suburbs 1 Banking & Financial Services
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