Financial Planner - Surry Hills, Australia - Chandler Macleod

Chandler Macleod
Chandler Macleod
Verified Company
Surry Hills, Australia

2 weeks ago

Olivia Brown

Posted by:

Olivia Brown

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Description

An excellent opportunity has arisen for a Financial Planner (Part-time) to join a boutique financial planning firm located in Surry Hills.

You will be taking over an existing book of clients with the support of a back office team. This opportunity is looking for someone to work up to 30 hours per week.


Our client focuses on providing high levels of service to their clients and work with a variety of clients ranging from retail to wholesale clients.

The team is a dynamic and highly motivated team to support and nurture your growth.


The Role:


  • Build and maintain relationships with clients
  • Manage an existing book of clients and grow the client base
  • Provide advice across holistic advice for a mass affluent and retirement client base
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth
  • Work closely with Paraplanner and admininstration staff on preparing SOA/ROA
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth
.


You Will Need:


  • 3+ years financial planning experience
  • Experience across holistic advice
  • Strong client centric approach
  • Must meet FASEA requirements and on the ASIC Register
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