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Senior Financial Planner

Job No: RS28743
Location: 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

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.

The Opportunity

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 $100,000-$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
To be successful in this role you will have an Advanced Diploma/Masters in Financial Planning or equivalent. Must have a minimum of 4 years experience in a senior financial planning role, preferably with experience delivering holistic advice to affluent clients with complex wealth needs. Additionally, specialist qualifications (SMSF, direct shares) would be beneficial for this position.

The successful candidate will also have a high level of business acumen and industry knowledge.

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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