senior financial planner

  • Company:
  • Location:
  • Salary:
    negotiable / month
  • Job type:
  • Posted:
    2 days ago
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job description

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.

Demonstrated skills

  • Extensive experience working as a Financial Planner
  • Strong business acumen and the ability to build new business
  • Great understanding of compliance frameworks in the advice industry
  • ADFP or CFP accreditation
  • Tertiary degree aligned with FASEA education requirements
  • Benefits

  • Very attractive salary package
  • Opportunity to work independently within an established and supportive environment
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Great career development opportunities with the potential to manage a team in the long term
  • Fun social events