Senior Financial Planner | Inner City Suburbs | $165k Exclusive to Jenner Recruitment, we are looking for a holistic Senior Financial Planner.
Our Client
Situated in Brisbane city, our client is a highly regarded financial planning business that provides quality advice to their HNW clientele.
Their philosophy is all about putting their clients first and committing to their lifestyle goals through a structured process.
They focus on understanding their clients' 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 new 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-focused, 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 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.
You should 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 skills.
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