Exclusive to Jenner Recruitment our client is looking for a Senior Financial Planner with SMSF experience to work with their busy Financial Planning practice
Our Client
Our client is a highly respected boutique financial planning group and are renowned for their solid business model and exceptional advice.
They have a strong reputation in delivering exceptional financial services to their clients.
Their clients benefit from having access to the full range of advice including Wealth Accumulation, Investment, Direct Shares, ETF's and SMSF.
They have a strong understanding that their staff are paramount to their business, and the care and dedication that they take towards their staff, ensures a warm friendly working environment.
The Role
We have a unique opportunity for an ambitious SMSF Adviser while taking care of our clients and their best interests, to join our team in our next phase of growth.
You will be supported by our administration team to assist you in providing true holistic strategies and really make a difference to clients and help them achieve their goals.
You will be required to:
* Attend client discovery meetings to understand the needs of the client, diagnose their unmet needs and connect them to our specialist team where required.
* Provide advice and guidance to new clients.
* Explain complex financial concepts to clients in an easy-to-understand manner.
* Manage and maintain client relationships, including meeting regularly with clients to review their financial plans and make necessary adjustments.
* Comply with all regulatory requirements, including providing clients with appropriate disclosures and ensuring all advice provided is in their best interests.
You will be provided with full administration support so you can focus on what you do best and spend more time with clients.
About You
Our client is looking for a SMSF Adviser who ideally has the ability to work well within a team environment, have a client focus on everything that they do, strong attention to detail together with strong organisational skills will ensure your success within this role.
To be successful in this role you will need to have experience with the following:
* Previous experience as a Financial Adviser who has successfully completed the FASEA exam (and on the Adviser register)
* You hold an appropriate FASEA approved course or relevant tertiary qualification
* Have a successful track record of providing holistic financial planning services to clients including SMSF clients.
* Excellent communication and interpersonal skills, with the ability to explain complex financial concepts to clients in an easy-to-understand manner.
* Ability to work independently and as part of a team.
If you are looking for a role where you will be genuinely recognised for your efforts, please call Christine Jenner on or email your resume in a word format to for a confidential discussion.
Who is Jenner Recruitment?
We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning, Wealth Management and Accounting sectors.
With over 48 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.