Job Details
  • Reference383988A_1637829640
  • LocationLane Cove
  • Job TypeFull Time
  • Posted10 days ago
  • ConsultantAnson Lam

Our Client:

An excellent opportunity has arisen for a Financial Planner to join a growing Financial Planning/Accounting practice. You will be taking over an existing book of premium clients with the support of a back office team. The firm is experiencing exponential growth and you will play a key part in supporting the business' exponential growth.

Our client focuses on providing high levels of service to their clients. They pride themselves on the flexibility to accommodate for your lifestyle whether it be working from home most of the week or flexible start and finish times. The team is a dynamic and highly motivated team to support and nurture your growth.

The Role:

  • Build and maintain relationships with clients
  • Manage an existing book of clients and grow the client base
  • Provide advice across holistic advice for a mass affluent and retirement client base
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth
  • Understand MDA and have experience providing this form of advice
  • Coach and collaborate with junior advisers in the team
  • Work closely with staff for performance management, development and succession planning

You Will Need:

  • 10+ years financial planning experience
  • Experience across holistic advice
  • Registered tax adviser will be highly regarded or experience working in an Accounting practice
  • SMSF Accreditation is highly regarded
  • Strong client centric approach

Please apply by emailing your updated resume for a confidential discussion.