Exclusive to Jenner Recruitment we are looking for a holistic Senior Financial Planner.
Our Client
Situated in the surrounds of Brisbane city , our client is a highly regarded in financial planning and provides quality advice to their HNW clientele.
Their philosophy is all about putting their clients first and committing to their life-style goals through a structured process.
They focus on understanding their client's situation and providing tailored solutions to suit their individual needs.
The Role
This role seeks an experienced Financial Planner whose primary focus is to provide specialist financial advice and who has the prospecting ability to enhance existing and current client relationships and build internal networks.
Working with a team of financial specialists to increase business prospects, this is a great opportunity for a driven, relationship-focussed, self motivated professional.
Duties will include (but are not limited to):
- Provision of comprehensive Financial Planning advice to clients encompassing strategies such as SMSF, Trusts, Companies, Superannuation, Transition to Retirement, Centrelink Planning, Cash Flows, Investments and Risk
- Client interviews and reviews
- Other duties as required.
About You
You will be an experienced Holistic Snr Financial Advisor with a background in strategy development of complex strategies as well as Superannuation, Risk, Retirement and a thorough knowledge of Wealth Creation and Investment and have the drive and motivation to build solid business relationships.
You will be working in a supportive and professional environment and will need to possess the following skills:
- Masters or Graduate Diploma of Financial Planning is preferred
- Tertiary qualification is desirable
- Minimum of 4 years working as a Financial Planner
- Strong influencing and negotiation skills
- Ability to drive and develop internal and external relationships
- Excellent communication and presentation
If you are passionate about financial planning and think that you have all of the necessary skills, please call Christine Jenner on 0447 444 or email @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 40 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.