Senior Financial Planner - Accounting Firm

Five Recruitment

Great opportunity to work in a multi-disciplined, independently-licences accounting firm in the Eastern suburbs.

  • Senior Role, Relationship Focus
  • Established Clientele
  • Mature, Collabarative Environment
Our client is totally focussed on putting its relationships with its clients first: If you get this right, everything else will flow from there. This culture is not for financial salesman, its for a senior planner who understands advice, who is driven to succeed, and who want the right team environment to work within.

With a very lucrative patch, an opportunity is available in the leafy eastern suburbs to step in and help build a portfolio of existing clients, and maximise the referrals that are also available.

To be successful in this type of role, you will need to be able to demonstrate the following:
  • Proven ability to build a portolio, and the drive, ambition and motivation to do so.
  • Exceptional relationship management skills, and the ability to build authenticity with internal referral sources
  • A commitment to continuous learning and development, with FASEA qualifications.
  • Previous financial planning experience within a HNW, professional services environment
If you have the right attitude, and the experience required to be credible and authentic in this space, then opportunities like this do not come on to the market often.

To find out more, please call Mark Fradkin on (03) 9225 5105, or apply online.