Experienced Financial Planner

1 week ago

Sydney, Australia International Search Partners Full time

Our client is a well-established Financial Planning Practice specializing in providing comprehensive advice to high networth individuals. Their business is focused on quality rather than quantity so to deliver a high level of service and personalized advice with positive outcomes for clients. With continuous growth the Practice is seeking to appoint an experienced Financial Planner to their Sydney team.

Working alongside two Senior Advisers you will have access to existing clients whilst supporting the growth of your client portfolio. This is a technical position which will incorporate the use of SMSFs, LRBA, Estate Planning, Trusts and sophisticated investments. You will be well supported Administratively and be involved in the management of all clients. In addition your tasks will include:

- Take part in joint client meetings whilst manage your own client portfolio.
- Develop appropriate technical strategy tailored to each client.
- Relationship management with high networth clients.
- Work as part of a professional team.
- Able to identify opportunities for further business.
- Manage relationships with key stakeholders.
- Close completion of a relevant Tertiary qualification.
- Well developed technical skills across all areas of advice.
- Self-managed and able to meet agreed objectives
- Strong communication and relationship skills
- Team Player and able to work autonomously.
- Knowledge of Xplan desirable.

This is an excellent long-term opportunity to join a professional practice with a nice team environment. The company will provide flexibility and autonomy along with a competitive base income.

**Job Types**: Full-time, Permanent

**Salary**: $90,000.00 - $130,000.00 per year

Schedule:

- 8 hour shift

Ability to commute/relocate:

- Sydney, NSW: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (preferred)

Work Location: In person

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