Senior Financial Planner with SMSF Experience | Brisbane | $140k

at; Österreich; Vor Ort; AUD 140 000; Vollzeit

Zusammenfassung

An established industry player is looking for a Senior Financial Planner with SMSF experience to join their dynamic team. This role offers the chance to deliver exceptional client service while receiving full administrative support. You will help clients optimize their financial strategies, ensuring compliance with regulatory requirements. The ideal candidate will possess strong communication skills and a client-centric approach, thriving in a collaborative environment. Join a firm that values your contributions and offers a fulfilling career in financial planning.

Qualifikationen

• Previous experience as a Financial Adviser with FASEA exam completion.
• Proven track record in holistic financial planning services.

Aufgaben

• Attend client meetings to identify needs and connect with specialists.
• Provide advice and manage client relationships through regular reviews.

Kenntnisse

Financial Planning

Client Relationship Management

Communication Skills

Attention to Detail

Organizational Skills

Ausbildung

FASEA-approved course

Relevant Tertiary Qualification

Jobbeschreibung

Senior Financial Planner with SMSF Experience | Brisbane | $140k

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Exclusive to Jenner Recruitment, our client is seeking a Senior Financial Planner with SMSF experience to join their busy Financial Planning practice.

Our Client

A best practice financial planning firm that adopts a holistic approach to the financial planning process. They are looking for a proactive individual to deliver exceptional client service and oversee the productivity and workflow of their business.

Their financial advisory team collaborates with clients to plan, optimize, and safeguard their personal cash flow, investments, and superannuation funds, helping them feel more secure about their future.

The Role

We offer a unique opportunity for an ambitious Financial Adviser with a talent for driving sales and a commitment to client care to join us during our growth phase.

You will receive full administrative support to enable you to focus on delivering comprehensive strategies and making a meaningful difference in clients' lives.

Your responsibilities will include:

1. Attending client discovery meetings to understand their needs, identify gaps, and connect them with our specialist team when necessary.
2. Providing advice and guidance to new clients.
3. Explaining complex financial concepts in an understandable manner.
4. Managing and maintaining client relationships through regular reviews and adjustments to financial plans.
5. Ensuring compliance with all regulatory requirements, including disclosures and acting in clients' best interests.

About You

The ideal candidate will work well within a team, demonstrate a client-centric approach, possess strong attention to detail, and have excellent organizational skills.

To succeed, you should have:

• Previous experience as a Financial Adviser, successfully completed the FASEA exam, and be on the Adviser register.
• An appropriate FASEA-approved course or relevant tertiary qualification.
• A proven track record of providing holistic financial planning services, including SMSF.
• Excellent communication and interpersonal skills, with the ability to simplify complex financial concepts.
• Ability to work independently and collaboratively.

If you are seeking a role where your efforts are genuinely recognized, please contact Christine Jenner at 0447 444 505 or send your resume in Word format to [e-mail] for a confidential discussion.

Who is Jenner Recruitment?

We are a boutique Financial Services recruitment agency specializing in Financial Planning, Wealth Management, and Accounting sectors.

With over 45 years of combined experience, we are known for our honesty, integrity, and ethical approach, providing personalized and innovative solutions.

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