International Search Partners – Melbourne VIC
Our client is a well-established Financial Planning Practice who are renown for their professionalism and strong focus on providing quality advice to their clients. With a great team environment and a designated team of support and paraplanning staff they are seeking to appoint a new Financial Planner to their team.
As Senior Financial Adviser your position will provide holistic advice to new and existing clients from across all demographics. You will be provided with a quality client base whilst receiving new client leads from internal referral channels.
Additional elements of your role will include:
* Provide high quality advice to clients in a compliant manner.
* Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial objectives.
* Provide comprehensive advice across all areas including Superannuation & Retirement planning, Investments and SMSF's.
* Manage relationships with clients along with key stakeholders.
* Maintain technical knowledge of products and trends in financial planning.
* Ensure your ongoing training requirements are maintained including CPD Points.
We are seeking a professional and self-motivated individual who is passionate about financial planning and helping clients to achieve their financial objectives.
You will have:
* Minimum of 3 years of Financial Planning experience.
* Completion of the relevant Tertiary qualification along with SMSF Accreditation.
* Strong technical knowledge across all areas of advice.
* Self-managed and able to meet agreed objectives.
* Strong communication and relationship skills.
* Team Player who is able to work autonomously.
This is an excellent long-term career opportunity within a Practice who values their employees, providing flexibility with WFH and competitive income plus bonus.
For further information and confidential discussion, please contact Shelly on *** or email your application to *********@intlsearchpartners.com
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