Senior Financial Planner

Vor 3 Tagen

City of Greater Dandenong, Österreich BEST PRACTICE GROUP PTY. LTD. Vollzeit

A rare opportunity has arisen with a well respected financial planning firm with over 35 years in business. 

Our client prides themselves on delivering personalised and specialist services working with HNW, UHNW and business clients. 

The Role

This role seeks an experienced Financial Planner whose primary focus is to provide specialist financial advice and who has the prospecting ability to enhance existing and new client relationships and build internal networks.

Working with a team of financial specialists to increase business prospects, this is a great opportunity for a driven, relationship-focused and self motivated professional.

Duties will include:

  • Provision of comprehensive Financial Planning advice to clients. 
  • Build and strengthen relationships with internal referral partners to improve and increase business
  • Manage reviews and regular contact with clients

About You

You will be an experienced Financial Advisor with a background in strategy development of a HNW and UHNW client base.

You will be working in a supportive and professional environment and will need to possess the following skills:

  • Relevant tertiary qualification that meets the current requirements for Authorised Representative designation.
  • Minimum of 8 years working as a Financial Planner
  • Strong influencing and negotiation skills
  • Ability to drive and develop internal and external relationships
  • Excellent communication and presentation
Your application will include the following questions:

Which of the following statements best describes your right to work in Australia?

How many years' experience do you have as a financial planner?

Have you worked in a role which requires a sound understanding of service-oriented architecture (SOA)?

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