Senior Financial Planner $100K base + Bonus

 

Strategic, Complex Advice

Senior role, full support.

This senior financial planning role will see you working with other senior members of the Victorian team, reporting through to the national planning manager.  You will be working with a full suite of client and customer services officers, leading to a very strong internal referral source. 

 

Your responsibilities will include:

• Full function financial planning, and mentoring ????? ????? of the team
• Developing and exercising behaviours, business understanding and sales skills to build relationships with customers.
• Developing the customer base by converting leads, developing referral partners, presenting seminars and developing new and maintaining existing customer relationships.
• Advising HNW clients by developing an intimate knowledge of the investment process and having a deep understanding of the strategies appropriate to a HNW customer.

To be successful in this role you will ideally be CFP qualified, and have demonstrable skills and authenticity in front of a HNW client base, with an understanding of complex planning strategies. 

Contact Mark Fradkin on (??) ???? ???? or email: ???@???.???