Senior Financial Planner - Sydney Practice

Our client is a reputable and established Financial Services company providing Financial Planning and Accounting solutions to their clients located in Sydney and across NSW. With a strong focus on customer service, the company has continued to grow organically. Through continued growth an opportunity has been created for a Senior Financial Planner to provide a professional and quality service to a diverse client base.

Your responsibilities will include:

·         Provide comprehensive advice tailored to individual requirements.

·         Manage existing client relationships whilst continuing to grow your portfolio.

·         Manage relationships with internal referral partners.

·         Provide comprehensive advice across all areas including SMSF's.

·         Maintain technical knowledge of investments along with compliance and regulatory change.

·         Work cohesively within a team environment including support staff and paraplanning.

·         Ensure your ongoing training requirements are maintained including CPD Points.

To be successful in this role you will possess:

·         A minimum of five years of Financial Planning experience.

·         Completed relevant Financial Planning Tertiary qualification along with SMSF Accreditation.

·         Strong technical knowledge across all areas of advice.

·         Strong communication and organization skills

·         Team Player and able to work autonomously.

·         Knowledge of Financial Planning software.

This is a great opportunity to join a reputable company providing autonomy and flexibility along with career opportunity for further development.

For further information please contact Shelly on 0413 957 *** or apply directly via Seek or email to *********@intlsearchpartners.com