Senior Financial Planner - $170-180,000 + Super

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National Accounting and Financial Planning business with Head Office in Melbourne CBDCombination of existing client, plus lots of new client referralsOpportunity for Partnership and equity over timeThis business prides itself on their integrated approach, which sets them apart and positions them as the premier wealth advisory partner in the Melbourne market.
Operating within a fully integrated firm of financial, tax and business advisors, they are uniquely positioned to manage all clients' financial affairs.
As a Senior Advisor, you will provide comprehensive advice, taking the time to understand all your clients' financial concerns and aspirations and build a unique, personalised strategy to match.
This is a chance to make your mark, build lasting client relationships, and provide advice that is fully compliant with AFSL and legislative requirements.
You will have the backing of a high-performing team, including Associate Advisors, Paraplanners, and Client Services Managers.
While the accountants in the firm are committed to growing the financial planning division, you will be joining a business run by Financial Planners.
This is perfect for someone who thrives on building relationships and onboarding new clients.
The culture in this business is fun and professional.
The Financial Planning team works very collaboratively with no hierarchy.
To be considered for this position you must have the following:
Minimum of 6 years' experience providing face-to-face holistic adviceTick the FASEA boxesFocused on due diligence and complianceExcellent technical knowledgeTeam playerIf you are interested in this career opportunity, please send your resume to:
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