We are seeking an experienced Financial Planner to join a well-established and reputable Accountancy Practice who specializing in providing complex strategic advice to HNW & Family Office clients. With multiple locations across Australia, the practice is renown for providing a high level of service to their clients whilst providing a long-term career path for their staff. As part of the Advice team, your position will manage relationships with existing clients whilst meeting with new clients introduced through existing internal partners.

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 internal referral partners.

Manage and maintain relationships with high end clients.

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

Collaborate with the team of professionals to ensure a holistic approach to client service.

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 complex strategies and investments, SMSF's, Trusts and Taxation.

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 a successful practice providing flexibility and autonomy, ongoing training and development and the opportunity for equity. Income is flexible for the right candidate, with bonus potential.

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