Our client is a well established Financial Planning practice with multiple locations in North Sydney and the Metro area. Due to continued growth, the practice is seeking to appoint an experienced Financial Planner to their team to manage relationships and provide comprehensive advice to their existing clients whilst manage new client referrals.

With strong internal support and a collaborative team environment, this position is ideal for an adviser who enjoys working strategically with clients and wants to contribute to the ongoing development of a professional and client-focused business.

Your responsibilities will include:

Providing high quality, independent and tailored advice to meet the clients' objectives.

Manage and develop new business from referral partners.

Manage and maintain relationships with a diverse client base including Retirees, Wealth Creators, Affluent and HNW.

Maintain technical knowledge, regulatory knowledge and trends in financial planning to provide up to date advice.

To be successful in this role you will possess:

Proven experience in financial planning, with a track record of success in managing individual client portfolios.

Demonstrated ability to maintain and convert new business.

Strong technical skills across strategy and investments.

Good communication and relationship skills.

Completion of an appropriate Tertiary Financial Planning qualification and SMSF Accreditation.

Strong analytical skills with proficiency in financial planning software.

This is a great opportunity for a self-motivated individual to join a professional team and be part of the growth and success of the company.

For further information and confidential discussion please contact Shelly on 0413 957 089 or apply via Seek or email [email protected]