Senior Financial Planner – Melbourne CBD – National advice business

Company Overview

The business is in growth mode both in terms of adding advisers and in ensuring that advice provided and support given is first rate. 

Role Overview 

Providing advice to a strong client book of qualified individuals. The focus is on providing exceptional quality in terms of advice and service.
There is full paraplanning and adviser support provided, along with strong leadership and buy-in from the wider group.

Responsibilities

  • Provide service and advice in order to retain and grow the client base
  • Provide tailored financial advice to a range of clients by developing strategies and plans that meet each clients needs
  • Providing annual reviews for existing clients
  • Meet and exceed KPI’s relating to revenue and retention
  • Ensuring advisory standards, process and controls are adhered to

Skills & Experience

The ideal candidate will be a professional adviser, who is passionate about delivering quality outcomes to clients, who is commercially minded and is success orientated. Also:

  • Minimum of four years’ experience as a financial planner
  • Advanced Diploma of Financial Planning and degree qualified
  • Preferably CFP
  • Ability to build strong relationships internally and externally
  • Strong track record of success as an adviser

 
 Click on the APPLY button or contact Steve Kelly  on 03 9602 9860

Senior Financial Planner - Melbourne CBD - National advice business

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