Senior Financial Advisor - Financial Planning/Accounting firm

Stirling Andersen

Opportunity for a Senior Financial Planner to join a highly reputable and growing National business as its Qld lead.

  • Competitive salary and remuneration structure
  • All Administrative and Paraplanning support in house
  • Referral partnership & engaged HNW clients
The Role:
This is an ideal opportunity for someone to join a Mid-sized Accounting and Financial Planning firm. The ideal candidate is someone who is excellent at building relationships and who has the experience to take over a group of clients - including maintaining those existing relationships. There will also be a strong element of new business through their abundance of referrals - this is not a role for someone who has no motivation for continued growth. 

You will be reporting to the Director. You will have full Client support/back office support as well as Paraplanning support. 

To be successful for this role you will need the following attributes;
  • Minimum 3-5 years experience providing complex advice
  • Experience providing complex financial advice to HNW clients preferred
  • ADFP/Relevant Tertiary degree - must meet FASEA requirements
  • CFP qualified or studying towards
  • Excellent knowledge of a holistic advice offering 
  • Ability to take over existing relationships
  • Mature approach 
  • A professional manner with excellent presentation skills
  • Excellent verbal and written communication skills
If you feel you fit the brief then apply now. This is an incredibly rare opportunity to join a firm that will offer you the chance be able to start giving advice from day one and take over a client book. 

If you would like to discuss this opportunity in more detail please apply.