Senior Financial Planner: Inherit High-End Book, Flexible Hours & Equity

FAAA

Ballarat

Hybrid

AUD 110,000 - 150,000

Full time

4 days ago

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Benefits offered by this job

Flexible hours

WFH around your schedule

Above market base + 25% upfront bonus

Partnership and equity position

Inherited high-quality client book

Job summary

FAAA in Ballarat is seeking a Financial Planner to take over an established book of high-net-worth clients. You will work with a supportive back-office team and focus on delivering top-tier service without the pressure to bring in new business, with options for PY or junior adviser cohorts.

You will provide comprehensive advice across superannuation, investments, insurance, retirement planning, wealth and estate structuring, while collaborating with paraplanning and client services for optimal

Qualifications

2+ years as an Authorised Representative (AR).
Experience delivering holistic advice including SMAs.
Must be FASEA compliant and on the FAR.
Strong client-centric approach and ability to build relationships with key referral partners.

Responsibilities

Manage an existing high-end client book and maintain service levels.
Provide holistic advice across superannuation, investments, insurance, retirement planning, wealth and estate structuring.
Collaborate with paraplanning and client services teams to deliver recommendations.
Lead and develop staff, focusing on performance, development and succession planning.