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