AddressThis business is a highly reputable Accounting and Financial Planning firm that has a rare and exciting opportunity for a qualified financial planner to join its team.
Your role will be responsible for the provision of holistic advice to a broad range of clients including; retirement & investment planning, wealth creation, income streams, taxation, estate planning, superannuation, SMSF's, (mostly HNW clients). You will develop and sustain long-term relationships and ensure your advice is fully compliant with all legislative and AFSL requirements. You will be taking over a portfolio of clients from an exiting Advisor, and be introduced to new clients by the Accountants in the business
You will be provided with a portfolio of clients to manage (approx 60). These clients are loyal to the business and will be transitioned to you by a retiring advisor, making the handover as seamless as possible.
To be considered for this position you must have the following:
- You must have completed your professional year (we are open to training an AA into their first Financial Planner role)
- Strong paraplanning or Associate Advisor background
- Tick all FASEA boxes (or be very close to)
- Focused on due diligence and compliance
- Excellent technical knowledge
- Strong communication skills
- Team player
- Motivated and passionate about financial planning
- Experience working with small business clients is highly desirable
- SMSF advice experience is essential
For more information, please contact:
Kiera Brown
******@fsrecruit.com.au
0409 598 ***
