Senior Financial Planner
- Boutique Firm
- $120K Base plus com
- Existing HNW client base
Senior Financial Planner - Retail
- Boutique firm
- $120K Base negotiable + COM
- Existing HNW client base
THE CLIENT:
Our client, located on the city fringe, is a well established and reputable financial planning business servicing a HNW client base. This firm cares for and respects their clients. This firm does not 'flog' products......they service the needs of their client. Operating under their own AFSL, this firm has a long history of simply doing the best for their clients.
THE OPPORTUNITY:
An opportunity exists for a Senior Financial Planner to join the team. The role will see you service the existing retail clients of the business whilst also generating new business by leveraging off your previously established referral sources and your ability to create new relationships and drive the business forward. You will utilize your previous equities experience and knowledge to identify and action profitable opportunities and wealth retention strategies.
Working with a team of well respected advisors, you will have the opportunity to take control of your career and attain the rewards that you deserve.
YOUR DETAILS:
- CFP qualified
- Minimum 7+ years advising experience
- Technically strong and able to construct complex strategies
- Excellent SMSF knowledge
- Sound equities knowledge and experience
- Strong relationship skills
CONTACT DETAILS:
To apply, please send your CV quoting reference 14815 by clicking on the appropriate link, or for more information or a confidential discussion, please call Gavan at Marks Sattin on +61 03 8677 6703.