Financial Planner
Core
Manage and grow a portfolio of clients by providing holistic, integrated financial advice across superannuation, investments, insurance, retirement planning, and wealth creation.
Role type
Senior Financial Planner (Wealth Advice)
Builds
Coordinated client strategies involving Accounting, Lending, Property, and Legal specialists
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Strategic financial planning, superannuation and SMSF expertise, investment management, insurance structuring, retirement planning, wealth structuring, Statement of Advice preparation, compliance and governance, relationship management
Preferred skills
Technology adoption, business growth through networking
Responsibilities
Manage and develop trusted relationships with new and existing clients, understand clients' goals and circumstances, develop and present comprehensive strategic financial advice, provide advice across superannuation, investments, insurance, retirement planning and wealth creation, work closely with paraplanning and implementation support, maintain high standards of advice quality and compliance, conduct ongoing client reviews, collaborate across disciplines to deliver integrated strategies, contribute to business growth through referrals
Seniority
Senior, hands-on IC