Exclusive to Jenner Recruitment our client is looking for a Snr Financial Planner to work with an existing book of Clients within a long term business.
The Client
Located on the outskirts of Brisbane, our client is a highly regarded boutique financial planning business who specialises in providing customised strategic wealth creation and management solutions.
Their sole intention is to bring together all financial services required to build wealth in a co-ordinated way across a team of practicing and educated professionals saving their clients time and money.
Their approach to financial planning enables the development of a comprehensive and personalised financial plan that adapts to their client's changing circumstances and meets their financial goals and objectives.
The Role
Reporting to the Director, you will be responsible for the provision of solutions to client's financial needs. They are looking for a Snr Financial Planner who can take a comprehensive approach to client outcomes and build long lasting relationships.
Responsibilities will include but are not limited to:
- Provision of financial and strategic advice to existing Mum and Dad and SME clients ensuring all industry and corporate qualified standards are met
- Maintain client records through the provision of timely and concise file notes
- Maintain high compliance and professional development standards to ensure all legislative requirements are met
- Ensure clients receive ongoing service
- Grow new business through referrals from existing customers
- Identify opportunities for sponsorship,
seminars and other promotional activities
- Other duties as required
About You
Currently you will be working as a Snr Financial Planner within the Financial Planning industry. You will have demonstrated high values, integrity and have strong ethical behaviours. You would have excellent relationship building and people skills and have the ability to look after a solid high net worth book of clients.
To be considered for this role, you need to process the following attributes:
- At least 5 years plus working within the Financial Planning industry
- CFP status preferred with a tertiary qualification in a relevant discipline which satisfies all FASEA requirements
- Technically competent in all strategies
- High level of commercial acumen
- High attention to detail and well organised
- The ability to build and maintain strong relationships is a must
- Excellent written communication skills
If you would like to be recognised for your commitment and rewarded for your high performance, contact Christine Jenner on 0447 444 or email your resume in a word format to @jennerrecruitment.com.au for a confidential discussion.
Who Is Jenner Recruitment?
We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning and Wealth Management sectors.
With over 48 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.