Senior Financial Planner - Adelaide

Job Title: Senior Financial Planner - Adelaide
Contract Type: Permanent
Location: SA Other
Salary: $115,000-$125,000
Start Date: Immediately
Reference: JKZ2561062
Contact Name: Paul Zantuck
Contact Email:
Job Published: March 25, 2020 18:16

Job Description

Currently due to growth a brilliant opportunity has arisen for an experienced Senior Financial Planner / Private Client Advisor to join the team on a permanent basis based in Adelaide.  
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)
  • 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
  • CFP Qualified preferred
  • Tertiary Qualifications 
  • Solid technical advising knowledge
  • FASEA Approved Degree completed (desirable)
  • Client centric focused 
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 0416 223 034 or

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