Private Client Adviser / Senior Planner - Adelaide

Job Title: Private Client Adviser / Senior Planner - Adelaide
Contract Type: Permanent
Location: SA Other
Start Date: Immediately
Reference: KK2561062
Contact Name: Paul Zantuck
Contact Email:
Job Published: February 03, 2020 16:01

Job Description

Currently due to growth a brilliant opportunity has arisen for an experienced Senior Financial Planner to join the team on a permanent basis based in the Adelaide CBD offices.  
Key Duties include:
  • Develop relationships with existing clients and provide strategic quality advice offering a client centric approach 
  • Prepare investment and strategic holistic advice to HNW clients (retirees and pre-retirees mainly)
  • Maintain high level compliance standards 
  • Identify opportunities and provide holistic wealth advice to customers with complex wealth needs
  • Undertake quality consultative conversations with clients to understand their needs 
  • Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
  • Commissions are based on client retention and compliance (little focus on revenue target)
About You
  • Highly ethical Senior Financial Planner / Private Client Adviser with proven ability of working relationships providing sophisticated financial advice to HNW clients
  • ADFS and/or CFP Qualifed
  • Tertiary Qualifications 
  • Solid technical advising knowledge
  • Team Player
To be considered for this opportunity confidentially please email your resume via the link below or to hear more about this role and other opportunities across the Wealth Management sector, please contact Paul Zantuck on 03 8637 7320 or

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