Senior Financial Planner - Focus On Servicing - $150,000 + Super + Bonus

Senior Financial Planner - Focus on Servicing - $150,000 + super + bonus This National Financial Advisory company provides strategic wealth management advice to Retirees, Executives, Family groups, and Wealth Accumulators.
A large proportion of the client base comprises High Net Worth pre-retirees and retirees (typically $800 K Plus FUM as a minimum).
The business is passionate about quality advice and compliance and is seeking an employee with the same attitude.
The focus of this role is on strategic and client servicing matters.
You will be given a portfolio of approximately 60-90 clients (depending on your abilities and the complexity of each client) and charged with providing the high level of service they require and retaining them.
The successful applicant will be provided with full paraplanning and administration support.
A handover program will be undertaken as part of the transition of clients from their existing Advisor (who is staying in the business but focusing on new business referrals), while this new role focuses on servicing.
The New Business Advisors are highly motivated to pass clients over to the Servicing Advisors.
Skills and experience required: 4 Years Plus experience as a Financial Planner providing holistic advice Strong Client Servicing/ People Skills.
Ability to engage with clients and build on relationships.
Strong technical/strategic advisory skills A relevant degree and FASEA Approved Ability to work in a team environment and manage outcomes necessary for clients.
Strong time management skills to meet deadlines.
SMSF experience and qualifications This is a servicing-focused role with no new business targets.
This business has a culture that is second to none.
They are a very flexible employer that trusts their staff and gives support and autonomy when required.
For a confidential discussion, please contact: Kiera Brown Director FS Recruitment Solutions0409 598 111 #J-18808-Ljbffr