Senior Financial Planner

The Company 

We are a boutique firm located in an established Norwest (Baulkham Hills) office.

This opportunity will see you join a business with a fantastic reputation while working with our existing team to deliver exceptional service to improve the lives of our clients through exceptional financial strategies and support. 

Role Overview

Providing high-quality financial advice to existing and new clients. The primary focus of this role will be to service a long-established client portfolio. Managing client relationships by identifying individual client needs and servicing these needs in a manner which ensures value to the client as demonstrated by high client retention rate. 

With full support of internal client services and paraplanning services, you will be able to focus on client relationships and ongoing service.

As part of this role you will:

  • Service New & Existing Clients - Provide Financial Advice to existing & new clients, conduct reviews and handle all enquiries from an existing portfolio of clients
  • Work closely with clients to understand their needs, objectives & aspirations and advising them on strategies to achieve their goals 
  • Work within the legislative & technical frameworks for SMSF, & structuring, managed funds, savings, retirement planning, Estate planning, Investments, Centrelink, debt management & Aged Care. 
  • Meet your Key Performance Indicators (KPI's)
  • Professional Development - maintain required qualifications through continual education and attending seminars and courses as required 

Your Experience

  • Minimum 5 years Financial Planning experience
  • Good knowledge and technical understanding of portfolio construction, superannuation, investments & insurance
  • Bachelor level qualification in Financial Planning, Commerce & Accounting or Finance (or related)
  • Strong compliance background
  • Must meet FASEA requirements or working towards completion 
  • Must be an existing Financial Adviser on the ASIC Financial Advisers Register

27/07/2020 $0 North West & Hills District 1 Banking & Financial Services
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