13 Sep 2018

Full-Time Senior Financial Advisor/Wealth Creator – Leading Local Firm – Newcastle

Daniels Recruitment – Newcastle, New South Wales, Australia

Job Description

The Firm

Our client is an established Chartered Accounting and Business Advisory firm with a prospering financial planning arm. Having been established for many years, the firm has continued to grow organically on the back of quality service delivery and an emphasis on enhancing their clients existing financial situation. Whether this is through the Accounting and Advisory team or the Wealth Creation team, their results speak for themselves.

Along with growth, succession planning is also important to this firm. Hence the need to attract a new Senior Financial Planner/Advisor whom is ready to take on more.
What The Firm Is Looking For

Open minded, this firm are comfortable migrating a “stand alone” practitioner into their fold or alternatively, they are more than happy to secure the services of a highly experienced professional in a large financial planning or banking institution where equity is difficult or impossible to achieve.

Having discussed their plans, it is apparent they are seeking a “warm” handover of their existing Wealth clients over a period of time. They are also still interested in growth so you will still need to maintain your “farming” activities. One of the big advantages of working for a leading firm like this one is there are continual cross selling opportunities and referrals.
What You Will Be Doing

Possessing a thriving high end client base of predominantly business professionals (medical practitioners, solicitors, successful business owners etc…. ) your core deliverables will include tailoring financial strategies to the needs of your clients, reviewing and updating plans and constantly demonstrating a high level of customer service and empathy.

With a support team in place (para planners and administration staff), this will provide you with the necessary structure to focussing on meeting the financial needs of your clients.
About You

To be considered for this opportunity it will be essential that you hold relevant financial planning qualifications. This will include a degree, RG 146 and CFP.

Additionally, you will need to continually demonstrate your comprehensive technical understanding in the areas of:

Retirement Income Streams
Risk Analysis
Estate Planning
Superannuation
Wealth Creation Strategies

Remuneration & How To Apply

A highly competitive and flexible salary package will be made available to the successful applicant

So, if this environment sounds interesting to you and you then I am keen to talk with you today.

For a confidential discussion on this position, please contact Daryl @ Daniels Recruitment on (02) 4965 5368 or apply now by following the instructions below.

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Job Categories: Financial Planning. Job Types: Full-Time. Occupation: Clerical and Administrative. Job expires in 29 days.

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