Senior Financial Planner | Inner North Brisbane | $180k
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
Locatedon 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 educatedprofessionals 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 professional 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 asa Snr Financial Planner withinthe Financial Planning industry.
You will have demonstratedhigh values, integrity and have solid 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 andwell organised
The ability to build and maintain strong relationships is a must
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