This highly regarded and well established advice firm based in East Perth is known for putting their clients' needs and goals at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, the team is looking for an experienced Financial Planner to join the company's journey and play a key part in their long term success.
About the role
In this Senior Financial Planner role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will also be provided with warm leads to convert. You will have full paraplanning and administrative support and your focus will be on managing and building strong client relationships.
This role will suit an experienced Financial Planner with experience across complex strategies and high net worth clients.
Demonstrated skills
- Extensive experience working as a Financial Planner (AR)
- Robust strategic and business mindset
- Ability to build strong relationships with clients
- Outstanding understanding of compliance frameworks in the advice industry
Benefits
- Very attractive salary package
- Opportunity for equity in the business down the track
- Opportunity to work in a successful and fun business
- Positive work/life balance encouraged with potential flexible working arrangements
- Excellent career development opportunities
- Fun social events
We actively encourage applications from any background.