Financial Planner Role
This is an exceptional opportunity for an experienced Financial Planner to join a successful boutique financial advice firm. You will be taking over an existing book of clients with the support of an experienced back office team. The firm is experiencing exponential growth, and you will play a key part in supporting this expansion.
Your primary focus will be to provide specialist financial advice across both new and existing client relationships. You will be responsible for the overall delivery of client outcomes, ongoing service obligations, and financial advice needs.
Main Responsibilities:
* Manage an existing book of clients and grow the client base by working with referral partners.
* Ensure the Administration team has all the necessary information and documentation to implement approved financial strategies from Statements of Advice (SoA).
* Approve and sign-off all advice documents, ensuring all advice is consistent with the Client's goals, risk profile, and scope.
* Provide quality advice for clients on complex decisions they need to make regarding their wealth.
* Work with the team to manage existing books of clients across retail and wholesale spaces.
* Build and maintain relationships with clients.
* Work closely with staff for performance management, development, and succession planning.
Requirements:
* 3 years' experience in financial planning.
* Solid understanding of essential financial planning areas, including superannuation, investments, insurance, and Self-Managed Super Funds (SMSFs).
* Excellent interpersonal skills with the ability to explain complex financial concepts in simple terms.
* Meet the FASEA Education Requirements.
* Proficient in Microsoft Office Suite & Xplan.