Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site.
Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector and a proud 10 year history of growth and success providing quality financial advice.
The business has a large and loyal client base with strong revenues, a highly efficient well staffed back office, and close ties with accounting.
The Role - Financial Planner / Hybrid Located in the Camden office, the primary focus of the role is to provide a high level of service and advice to an existing list of clients (60) through personal interaction, client reviews, and education services.
A hybrid role, you will also meet and engage new clients referred from the accounting partners. Maintain and foster relationships with accounting referral partners, design and implement coaching tools to enhance knowledge and triggers for advice.
Deliver high quality investment, SMSF, insurance and strategic financial advice, obtain referrals from existing clients, successfully convert leads generated by Merit business development.
The Benefits The opportunity to apply your professional capabilities in a highly focused advice firm with strong existing client relationships. Enjoy a Hybrid advice role with existing and new business clients.
Work closely with an on-site accounting group motivated to refer clients and grow the business. Display your passion for Financial Planning in a business with a sole focus on providing outstanding advice and educational services.
Benefit from a high level of internal support with dedicated administration with all back office functions taken care of by the team.
The Person Ideal applicants will have 5 years' experience in a client facing advice role encompassing a broad range of client types and demographics. You will display advanced technical skills with direct experience working with SMSF's, investments, and retirement income streams.
You are a mature advice professional and will demonstrate a high level of client service ethic, aptitude and capabilities, working knowledge of cash flow modelling, tax structures and long term investment strategies.
Remuneration A highly attractive market salary plus incentives will be negotiated with the successful applicant.
A full Company and Position Brief will be sent to qualified applicants. Australian Financial Planners only If you are an Adviser seeking to emigrate and work in Australia, please send us a separate email introducing yourself and we can assist with the transition.
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