Full time
Posted 12/04/2025
Closes 26/04/2025
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