Financial Planner | Highly Regarded Business | Exceptional Culture

My client is a progressive, well regarded and highly successful firm with an award winning financial advisor leading the business.  An opportunity now exists for an experienced advisor to join its team at a senior level.

A truly progressive business demonstrating commitment to a client centric focus and goals based advice, this is an opportunity that could offer future equity and could suit an advisor with an existing clientele looking for a new home.

Housing a team of accomplished professionals, this firm offers quality, tailored full service financial advice in the areas of insurance, superannuation, SMSFs, investments and more. 

Due to continued growth, success, and acquisition, the need has arisen for a new financial planner to work closely with the director of the business, servicing an existing clientele and also leveraging from qualified leads coming in to further grow the business. Ideally, you will also have your own clients to complement this but it is not essential. You will be provided with exceptional paraplanning and client service support, infrastructure and resources and the opportunity to step in at a senior level as well as be afforded the chance to acquire equity in the long term if this is of appeal to you. 

To be the successful candidate for this role, you will need to meet the following requirements:

  • CFP accredited or ADFP as a minimum
  • Relevant Bachelors Degree in Financial Planning or similar discipline
  • Experience as a financial planner - 5+ years
  • Strong new business focus and business acumen
  • Exceptional client relationship and rapport building capabilities
  • Client focus key emphasis in provision of advice
  • Excellent communication both verbal and written
  • Diverse industry and product knowledge
  • Well versed in provision of quality, comprehensive advice
  • Loves working as a part of a team
  • Looking for a long term opportunity with equity opportunity open for discussion down the track.

If you are seeking a new role with a firm that you can work with at senior level and have significant input into growth and strategy, at the same time offering excellent earning potential, then please send your application as below.


22/06/2020 $0 CBD & Inner Suburbs 1 Banking & Financial Services
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