About the company
This highly regarded and well established firm based in Perth is known for providing outstanding financial services to their clients with a strong focus on property investment and mortgage broking. With a client centric approach at the heart of their business, the company has developed a solid and loyal client base over the years. Due to extensive growth, they are looking to establish a financial planning arm and are looking for a Senior Financial Planner to join them.
About the role
In this Senior Financial Planner role you will be responsible for establishing the advice framework and introducing financial advice to the business’ existing clients. You will also be responsible for bringing on new clients working alongside a very innovative, successful and growing team of professionals and will have the opportunity to access unlimited referrals from investment and finance managers as well as other areas of the business. Accordingly, you will provide strategic holistic advice, working across a wide and diverse client portfolio. You will have the option to write your own plans or have paraplanning and admin support.
This role will suit experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships.