senior financial planner - sydney

HR Partners; Sydney; Sur place; AUD 90 000 - 140 000; Plein temps

Résumé du poste

HR Partners in Sydney CBD is seeking an experienced Financial Planner to deliver holistic financial advice to members of the fund. The role focuses on face-to-face meetings, writing your own statements of advice, and building a client book with full administrative support to enable high-quality guidance.

You will work with a client-centric approach, convert leads into new business, and develop strong long-term relationships supported by an established fund.

Responsabilités

• Provide holistic financial advice to new and existing fund members.
• Write your own statements of advice (SOA).
• Meet face-to-face with clients to discuss needs and goals.
• Build and grow client book with provided leads and full administrative support.

Description du poste

This highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Sydney CBD team.

About the role

In this Financial Planner role you will be responsible for providing holistic financial advice to new and existing members of the funds. The advice will be given face to face and you will write your own statements of advice. All leads will be provided and you will have full administrative support, allowing you to focus on building your book and providing high quality advice.

This role will suit experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships and convert leads into new clients.
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