Private Client Adviser / Senior Planner - Adelaide

Reference Number:
KK2561062
Location:
Work Type:
Permanent
  • Full back office support to assist you
  • Client centric focused model working with HNW existing clients
  • Excellent remuneration on offer
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 p.zantuck@ensurerecruitment.com.au
Date Posted:
05/02/2020
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Consultant contact details

Consultant name: Paul Zantuck

Email address: p.zantuck@ensurerecruitment.com.au

Phone number: 03 8637 7320