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Senior Financial Advisor

Job Title: Senior Financial Advisor
Contract Type: Permanent
Location: Kirrawee, New South Wales
Industry:
Salary: AU$110000 - AU$130000 per annum + 30%
Start Date: Immediate
Reference: BBBH15969_1496196151
Contact Name: Austin Smith
Contact Email: austin.smith@denovo.com.au
Job Published: May 31, 2017 12:02

Job Description

Senior Financial Planner

We are looking for a Senior Advisor for this growing Wealth business with offices in the city, and the Shire (the latter was a recent acquisition).

They are looking for people with Holistic Advice (including risk), and hopefully some SMSF experience as well. This is a business with a wide range of clients (HNW, Mum and Dad investors, and SME businesses).

Essential:

  • CFP qualification or ADFS accompanied by a relevant degree ensuring RG146 compliant - SMSF accreditation a bonus but not essential
  • Proven experience as a new business Financial Planner with strong holistic technical knowledge and experience in advising a diverse range of clients
  • Excellent client facing / interpersonal skills as well as the ability to focus on objectives and meeting targets for new business

The salary is negotiable as they operate a Validation Salary structure (circa 1.2), and once achieved it will be a 30% commission earnings. If this sounds of interest, or you know someone that would be, please get back in touch at your earliest convenience with a number to call or a CV to review.

If this sounds initially of interest, please email your CV through for a chance to have a more formal conversation and to be considered for the role.

austin.smith@denovo.com.au