My client is a very well established leading national Accountancy/Business Advisory firm offering a comprehensive range of services to public and private clients including institutions, corporates, family businesses and SMEs. They assist their clients to capitalise on opportunities, mitigate risk and create value.
They pride themselves on having the ability to offer their clients true holistic advice across. My clients financial services capabilities encompass much more than just money management. Their philosophy is to help clients develop, implement and manage strategies to achieve their financial and lifestyle goals.
Their broad range of specialist financial services includes:
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Financial and strategic advice
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Financial Planning
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Retirement Planning
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Personal Wealth Creation strategies
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Investment advice
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Portfolio Management and administration
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Superannuation strategies and advice
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Specialist Self Managed Superannuation strategies and advice
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Estate and Succession planning
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Risk Management and Life Insurance advice
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Personal Cash Flow Management
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Debt Restructure and Reduction
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Gearing strategies
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Mortgage loans
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Salary and Redundancy Package advice
They are actively seeking a Senior Planner Manager to lead up their financial planning team consisting of 8 advisors.
Your key responsibilities will be to:
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Service existing referral partners for new business leads
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Perform face to face meetings with wealth accumulators
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Develop appropriate strategies and solutions for client specific financial goals
Key attributes for this role are as follows:
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CFP (Certified Financial Planning) qualified and preferably CA (Chartered Accountancy) qualified. If not strong knoweldge and preferably experience in Accountancy
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Experience working within a corporate accountancy environment and also experience working as an financial advisor
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Quality/Learning and Applying Knowledge - Assimilating and applying in a timely manner new work related information, which might vary in complexity: continuously enhancing your own knowledge and improving your core skills
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Team Work - Ability to work with others in such a way as to develop and sustain long term working relationships based on mutual trust and confidence
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Self-Management - Consistently maintaining a high activity or productivity level
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Sales Ability - The ability to build rapport with clients and apply product knowledge to their specific needs
Candidates who can demonstrate an in depth knowledge of the financial planning process with the ability to think outside the box are likely to be successful.
This is a role which is ideally suited to someone who can take on leadership qualities and motivate a team.
If you are interested to find out more about this very exciting opportunity, please contact Toby Walsh of Bluefin Resources on (02) 9270 2645 or alternatively quote this reference BF2005212.
To be eligible to apply for this position you must have an appropriate Australian or New Zealand work visa.
