Financial Planner
About the companyThis highly regarded and well-established leading industry fund has been established for many years and... more info
Servicing Financial Planner - $150,000 + super + bonus
Salary:
80.00 - 100.00
Posted:
24-02-2025
Category:
Corporate Finance Strategic Planning
Melbourne,
Job Description
This national financial advisory firm provides strategic wealth management advice to retirees, executives, family groups, and wealth accumulators, with a strong focus on High-Net-Worth pre-retirees and retirees ($800K+ FUM). Committed to quality advice and compliance, the business is seeking an Adviser who shares the same values. This role focuses on strategic advice and client servicing. You will manage a portfolio of 60–90 clients (depending on complexity and experience), ensuring they receive the high level of service they expect. Full paraplanning and administration support will be provided. A structured handover will transition clients from the existing Adviser who will focus on new business referrals. The New Business Advisers are highly motivated to pass clients to Servicing Advisers. Skills and experience required: 4+ years as a Financial Planner providing holistic advice Strong client servicing and relationship-building skills Strong technical and strategic advisory expertise Relevant degree and FASEA-approved qualification SMSF experience and qualifications Ability to work in a team and manage client outcomes Strong time management skills to meet deadlines This is a servicing-focused role with no new business targets. The business understands the importance of a highly supportive and flexible culture, trusting its staff and providing autonomy when needed. For a confidential discussion, please contact:Kiera BrownDirector, FS Recruitment Solutions0409 598 111 Your application will include the following questions: Which of the following statements best describes your right to work in Australia? #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 24-02-2025
Category: Corporate Finance Strategic Planning
Melbourne,
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