Senior Financial Planner – Eastern Suburbs, Melbourne recruitment
- Major Bank offering Boutique Private Wealth Solutions
- Bonafide Private Wealth Clientele
- Exceptional Earning Potential
This leading Australian Bank has Wealth Advisory Business that challenges many of the misconceptions around Major Bank advice offerings.
Indeed, their operating model exhibits many of the traits of a boutique wealth advisory practice, both in terms of the breadth of their advice offering and the remuneration structure - which compares to many of the boutiques.
In addition, the model allows for a successful financial planner to build a 'practice within a practice' with ability to add additional planners in support of you and your clients where the Bank will contribute generously towards your operating expenses.
They have a well established financial planning business with a significant share of the Australian financial advice market and an unparalleled opportunity has arisen for a driven and energetic Senior Financial Planner to deliver the highest level advice services to their highly valued client base.
Key role responsibilities:
- Collaborate with Corporate Bankers to identify opportunities and provide holistic wealth advice to customers with complex wealth needs.
- Clients are typically owners of large privately held businesses with annual turnover between $10 and $100m and debt facilities up to $30m.
- Undertake quality consultative conversations with clients to understand their needs and provide holistic advice.
- Active involvement in business development and new opportunity identification by prospecting internal and external networks to grow new business.
- Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands.
- Strict adherence to Risk, Compliance and Advice processes and protocols.
The successful candidate will possess:
- Tertiary qualifications in a related discipline - DFP is essential with a preference for ADFP or CFP.
- 4+ years experience in a financial planning role, preferably with exposure to HNW clients or Business Owners with complex wealth needs.
- Good knowledge of sophisticated investments products, equities markets and taxation/superannuation implications relating to HNW customers.
- Good knowledge of buy/sell agreements and key-man insurance.
- High level of internal motivation and drive to meet and exceed client expectations and business performance requirements.
- Excellent written and verbal communication skills.
This opportunity will appeal to a motivated individual that is attracted to a strong brand with ample scope to build your own 'business within a business'.
In return, you will receive a highly competitive salary package and generous incentive scheme, as well as enjoy the excellent culture from a first-class wealth practice that is led by some of the best leaders in Australia.
For a confidential discussion please call Gavin Hall on (03) 8080 7283 or click on the apply button below.
Job Ref: 1200683