Senior Financial Planner
Kew East, VIC
Top Performers Reaching Up To $200,000 pa (Salary + Super + Bonus)
Established & Growing Financial Services Firm | Immediate Start Avail
Ultimate Work Hard, Play Hard Company Culture | Thrive in this Business
Opportunity for Equity | Product & Review Research + Paraplanning
Our client specialises in providing expert advice across all areas of small business and personal finance. They are an organisation of professionals including financial planning, accounting, real estate, research and lending, they are one comprehensive and unified business partnership.
Our client is seeking a Senior Financial Planner to join their company in Kew East, VIC, with the potential to earn up to $200,000 pa (Salary $90,000-$110,000 + Super + Bonus). Enjoy benefits like the opportunity for equity, plus extensive support (product research, paraplanning, research reports to assist in the preparation of reviews).
The primary purpose of this position is to be one of the most senior advisers in the business, taking over the Directors’ client base and earn new business.
Reporting directly to the General Manager some of your responsibilities include:
- Providing high quality, holistic financial advice to clients across a range of products
- Creating and further developing excellent relationships with our current client portfolio
- Developing client retention and cross-selling strategies to increase growth
- Driving growth of the client portfolio through business development strategies
Apply today and don't miss out starting this once in a lifetime opportunity to earn and live better as soon as possible.
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