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Filled - Smsf Specialist Adviser, Perth
3 months ago
SMSF Specialist Advisers Dream Accounting & SMSF Admin Business | Large Existing Book to service | One to one admin support:
Incredible opportunity for an experienced SMSF Adviser to join a business servicing a large existing book of clients, with a dedicated Para planner, one to one admin support, and internal SMSF administration management services.
_ NO Joke_
Nationally recognised, the business has been providing financial advice for Australians from all walks of life since 1996.
With foundations in SMSF administration and accounting, the business is a one stop shop for financial advice, insurance, accounting and tax services.
_ STOP doing admin_
Highly focussed on the SMSF sector the business has well established systems and experienced professional staff in place, allowing you to focus on relationships and advice.
The primary purpose of the role is to provide a high level of service and advice to an existing portfolio of clients with a high concentration of SMSF's and associated direct equity portfolios.
A hybrid review and practice development role, you will also build new client relationships to grow and develop the client base.
Ideal applicants will have 3-5 years' experience in a client facing advice role encompassing a broad range of client types and demographics.
You will demonstrate a high level of competence and success delivering SMSF strategies to clients, experience in direct equity portfolios, cash flow modelling, insurance (personal and business risk) and solid broad financial advice technical skills.
You are a relationship management professional with demonstrated capabilities to communicate with clients at all levels of sophistication. You display sound commercial acumen, time management and delegation skills and most importantly, passionate about servicing your clients.
Job Category:
Certified Financial PlannerFinancial PlannerSenior Financial Planner
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Job Type:Full Time
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Job Location:Perth
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Experience:3-5 Years5 Years plusBook of Clients
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Salary Range:$100-120k$110 - $130kNegotibale
