Financial Planner (90M0667663) Penrith, Sydney, AustraliaSalary: attractive packageAbout the companyThis highly regarded and well-established advice firm based in Western Sydney is known for putting their clients' needs and goals at the heart of their business, allowing them to develop a solid and loyal client base.
They are recognized for providing outstanding holistic financial advice to a wide range of clients.
Due to recent growth, the team is looking for an experienced Financial Planner to join the company's journey and play a key role in their long-term success.About the roleIn this Financial Planner role, you will be responsible for providing strategic holistic advice to both new and existing clients, including parents, wealth accumulators, and high net worth individuals.
You will build strong relationships with accounting firms and mortgage brokers who work closely with the business as referral partners, providing them with warm leads.
You will have full paraplanning and administrative support, allowing you to focus on developing the client base and building strong client relationships.This role suits an experienced Financial Planner with a strong commercial acumen and a vested interest in growing the business over the long term, treating this opportunity as their own business.Demonstrated skillsExtensive experience working as a Financial Planner (AR)Strong strategic and business mindsetAbility to build strong relationships with clientsGood understanding of compliance frameworks in the advice industryFASEA education requirementsBenefitsAttractive salary packageOpportunity to work in a successful and enjoyable environmentPositive work/life balance encouraged, with potential flexible working arrangementsGreat career development opportunitiesFun social eventsTo apply for this role, click on the 'Apply Now' button or email ******
#J-18808-Ljbffr