Financial Planner - $120,000 - $150,000
- Premium, established client base
- Boutique CBD practice
- $120,000 - $150,000
Our client is widely acknowledged as a provider of professional services to a niche, successful and entrepreneurial portfolio of successful business owners and public company executives.
This CBD based, boutique financial planning practice is pursuing a CFP qualified Financial Planner who has the acumen, technical expertise and personal presence to take responsibility for the Founding Director's clients. These clients comprise;
- The proprietors of SME businesses turning over $1m to $60m
- Business executives with incomes from $250,000 to over $1m
- Private individuals with a minimum of $800,000 of investable assets
The nature and complexity of the clients is such that the financial advice services they require are broad in nature and address investment structuring, taxation considerations, risk cover, succession strategies and estate planning.
The clients are predominately self-made successes. They have delegated considerable authority and autonomy to their Financial Planners and expect a balanced and measured approach to meeting their financial strategies, risk cover and long term goals.
This pivotal position as a Financial Planner will appeal to a CFP qualified professional who has a history of engaging with successful clients and formulating bespoke strategies which are effective and aligned to clients' short and long term goals. It is anticipated that a minimum of five years experience as a Planner in a professional financial Planning practice will be required to meet the mandate of the role.
Success in this position will be underpinned by your approach, superior technical knowledge and an ability to develop respected, peer to peer client relationships with successful people.
Should you have the background, qualifications, technical skill and an inherent ability to develop trusting relationships with successful clients then we would like to hear from you.
To inquire about current vacancies in the market, salary benchmarks or our recruitment and consulting services please email Geoffrey Harris or call or text on 0408 905 057.
