Job Details
  • Reference374214A_1621245444
  • LocationParramatta
  • Job TypeFull Time
  • Posted30 days ago
  • ConsultantAnson Lam

An excellent opportunity has arisen for a Financial Planner to join one of Australia's leading Wealth Management firm. They work primarily with mum and dad clients and have a book of over 100 clients they are looking for an experienced adviser to service.

This role is a rare opportunity to take over an existing book of clients for ongoing review with no targets on bringing on new clients. This is the ideal opportunity for you if you enjoy providing quality goals based advice.

The Role:

  • Meet and develop relationships with existing clients to provide strategic and quality advice
  • Identify opportunities and provide holistic advice to clients with a range of wealth needs
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth.
  • Accurately assess Client's needs, objectives and risk tolerance and formulate an effective financial plan / strategy to meet their needs.
  • Comply with legislative and regulatory frameworks
  • Genuinely care about client outcomes and provide quality advice
  • You must always put the client first

You Will Need:

  • MUST have 3+ years financial planning experience
  • XPLAN experience is essential
  • Must meet FASEA educational requirements
  • Ability to work independently and bring in new business

The Benefits:

  • Competitive Salary and great bonus structure
  • Work in a firm that always puts clients first
  • Provide genuine advice in the best interest of customers
  • Located in the heart of Parramatta
  • Great work life balance - work from home
  • Work in ASX top 200 company

Please send through your resume to if you are interested in a confidential discussion or click 'Apply'.