Senior Financial Planner | Newcastle

Recruit 2 Advice; Newcastle; On-site; AUD 150,000 - 160,000; Full time

Job summary

Mature Advice Practice in Newcastle seeks a Senior Financial Planner to provide high-level advice to an existing client list and to onboard new clients via partner relationships.

You will deliver specialist services in SMSF and Business Succession Planning, develop financial strategies for various client segments, and work with accountants to grow the business while maintaining compliance and exceptional service.

Qualifications

• 5 years' experience in a client-facing advice role.
• Experience working with accountants and referral relationships.
• CFP designation and FASEA accreditation.
• Degree qualified.

Responsibilities

• Provide high-level financial planning advice to an existing client list.
• Onboard new clients through professional partner relationships.
• Deliver SMSF and Business Succession planning guidance.
• Foster relationships with accountants to drive referrals.

Skills

Client relationship management

SMSF knowledge

Financial planning

CFP designation

FASEA accreditation

Education

Degree qualified

CFP designation

FASEA accreditation

Job description

• Mature Advice Practice

  This represents a fantastic opportunity for a Senior Financial Planner in Newcastle to develop and grow with a leading Financial Advice firm, backed by one of Australia's formative advice networks.Fast paced growth environment with a steady stream of new client opportunities.

he Company

Financial Planning firm proudly provided servicing the Newcastle region for over 20 years. A diverse financial planning company with a clear philosophy and vision of providing clients with professional financial planning advice, combining technical expertise with excellent service.

The business presently has a team of 3 Senior Advisers and employs a team of 30 staff in Newcastle and off-shore, working across client advice (relationship management), technical strategy, SOA advice production, client support and operations.

The business is currently experiencing high growth with strategic professional relationships driving new client acquisition.

The Role - Certified / Senior Financial Planner

The role is to provide a high level of service and advice to an existing list of clients through personal interaction and client reviews, and on board new clients developed through professional partner relationships.

Provide technically competent advice to key client segments - retirees, redundancy, wealth accumulators and business owners, delivering specialist services in SMSF and Business Succession Planning advice. Develop financial planning strategies for new and allocated clients.

The role incorporates relationships and training of the professional partners, Accountants. By developing close working relationships, you will foster new business opportunities and drive the commercial referral of clients by the accountants.

The Benefits

The opportunity to apply your professional capabilities in a highly focused financial services firm with strong existing client relationships and lead generation partners.

Enjoy a hybrid role with an existing clients list and the opportunity to build relationships with accountant partners to support new advice clients.

Licensed with a national AFSL business with a sole focus on providing outstanding advice and educational services to clients via referral and the accounting segment.

Benefit from a high level of internal support with administration and advice writers (Paraplanners), the advice team with strong technical knowledge, plus experienced operational management capabilities.

Continued professional development and growth with the company leading to the ongoing development of your client book and associated revenues.

The Person

Ideal applicants will have 5 years' experience in a client facing advice role encompassing a broad range of client types and demographics. Additionally, you will demonstrate experience working directly with accountants and/or managing successful referral relationships.

You will demonstrate a high level of competence and success delivering a broad range of strategic advice to clients, experience with SMSF's and Business Succession Planning advice to business owners will be beneficial.

Degree qualified and have completed or near completion of the CFP designation, plus FASEA accreditation.

Advanced interpersonal relationship skills, strong analytical skills and eye for detail, client service focus and a genuine desire to help others will be expected.

Remuneration

Base salary package circa $150-160k plus superannuation plus bonus.

Bonus paid on client retention, organic growth, client referrals and new business written, plus standard gateway measures, compliance, client satisfaction, team work etc.