financial planner - existing book.

Main characteristics

Location: Shepparton, Victoria
Company: Randstad
Salary: AU$ 100000 - AU$ 150000 /per year
Employment type: Permanent
Category: banking & financial services

Job summary

job details

Financial Planner - Existing Book

- Great salary
- Take over existing client base
- Great back office support

About the company
...

This highly regarded and well established advice business based in Shepparton region 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 financial advice to a wide range of High Net Worth and clients. Due to recent growth, they are looking for an experienced Financial Advisor to join their team.

About the role

Joining a great team, you will be responsible for maintaining an existing portfolio of both retail and affluent clients. This role will be taking over for a retired advisor that has left the business. You will be responsible for ensuring the existing clients are getting a great service. This role would suit an experienced financial planner that is not happy with their current boutique business or bank. You should have a minimum of 4 years experience that would like to work with hnw/retail clients in a very supported environment.

Because the business is well supported with administration, client service and paraplanning, you will be able to focus your attention on your clients and work with a great team.

There are many established referral sources for you to leverage from.

Your Experience

MInimum four years experience as a Financial Advisor
Accredited and experienced with SMSF and direct equities.
Strong business acumen and the ability to build strong relationship
Great understanding of compliance frameworks in the advice industry
ADFP or CFP accreditation highly regarded
Tertiary degree aligned with FASEA education requirements

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

show more

Financial Planner - Existing Book

- Great salary
- Take over existing client base
- Great back office support

About the company

This highly regarded and well established advice business based in Shepparton region 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 financial advice to a wide range of High Net Worth and clients. Due to recent growth, they are looking for an experienced Financial Advisor to join their team.

About the role

Joining a great team, you will be responsible for maintaining an existing portfolio of both retail and affluent clients. This role will be taking over for a retired advisor that has left the business. You will be responsible for ensuring the existing clients are getting a great service. This role would suit an experienced financial planner that is not happy with their current boutique business or bank. You should have a minimum of 4 years experience that would like to work with hnw/retail clients in a very supported environment.

...

Because the business is well supported with administration, client service and paraplanning, you will be able to focus your attention on your clients and work with a great team.

There are many established referral sources for you to leverage from.

Your Experience

MInimum four years experience as a Financial Advisor
Accredited and experienced with SMSF and direct equities.
Strong business acumen and the ability to build strong relationship
Great understanding of compliance frameworks in the advice industry
ADFP or CFP accreditation highly regarded
Tertiary degree aligned with FASEA education requirements

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

show more

- experience

4 years

- skills

financial planner fasea

- qualifications

- RG-146

- education

Associate Degree/Diploma

Published: 29 February 2024, views: 1

Company: Randstad

Location: Shepparton, Victoria

Salary: AU$ 100000 - AU$ 150000 /per year

Category: banking & financial services
Employment type: Permanent

Additional information:

Randstad

Application for the position: financial planner - existing book.

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