At a Glance
- Tasks: Provide expert financial advice and build strong client relationships in a dynamic environment.
- Company: Leading financial planning firm with over 20 years of experience in Newcastle.
- Benefits: Competitive salary, bonuses, hybrid work model, and ongoing professional development.
- Other info: Supportive team environment with opportunities for career growth and development.
- Why this job: Join a fast-growing team and make a real impact on clients' financial futures.
- Qualifications: 5 years of client-facing experience and strong relationship management skills required.
The predicted salary is between 135000 - 176000 $ per year.
This represents a fantastic opportunity for a Senior Financial Planner in Newcastle to develop and grow with a leading Financial Advice firm, backed by one of Australia's formative advice networks.
The Company
A financial planning firm proudly servicing the Newcastle region for over 20 years. A diverse financial planning company with a clear philosophy and vision of providing clients with professional financial planning advice, combining technical expertise with excellent service. The business presently has a team of 3 Senior Advisers and employs a team of 30 staff in Newcastle and off-shore, working across client advice (relationship management), technical strategy, SOA advice production, client support and operations. The business is currently experiencing high growth with strategic professional relationships driving new client acquisition.
The Role - Certified / Senior Financial Planner
The role is to provide a high level of service and advice to an existing list of clients through personal interaction and client reviews, and on board new clients developed through professional partner relationships. Provide technically competent advice to key client segments - retirees, redundancy, wealth accumulators and business owners, delivering specialist services in SMSF and Business Succession Planning advice. Develop financial planning strategies for new and allocated clients. The role incorporates relationships and training of the professional partners, Accountants. By developing close working relationships, you will foster new business opportunities and drive the commercial referral of clients by the accountants.
The Benefits
- The opportunity to apply your professional capabilities in a highly focused financial services firm with strong existing client relationships and lead generation partners.
- Enjoy a hybrid role with an existing clients list and the opportunity to build relationships with accountant partners to support new advice clients.
- Licensed with a national AFSL business with a sole focus on providing outstanding advice and educational services to clients via referral and the accounting segment.
- Benefit from a high level of internal support with administration and advice writers (Paraplanners), the advice team with strong technical knowledge, plus experienced operational management capabilities.
- Continued professional development and growth with the company leading to the ongoing development of your client book and associated revenues.
The Person
Ideal applicants will have 5 years' experience in a client facing advice role encompassing a broad range of client types and demographics. Additionally, you will demonstrate experience working directly with accountants and/or managing successful referral relationships. You will demonstrate a high level of competence and success delivering a broad range of strategic advice to clients; experience with SMSFs and Business Succession Planning advice to business owners will be beneficial. Degree qualified and have completed or near completion of the CFP designation, plus FASEA accreditation. Advanced interpersonal relationship skills, strong analytical skills and eye for detail, client service focus and a genuine desire to help others will be expected.
Remuneration
Base salary package circa $150-160k plus superannuation plus bonus. Bonus paid on client retention, organic growth, client referrals and new business written, plus standard gateway measures, compliance, client satisfaction, teamwork etc.
Senior Financial Planner – Newcastle employer: Recruit 2 Advice
Join a highly regarded financial advice firm with over 36 years of experience, where you will have the opportunity to manage an established client book from day one. Enjoy a supportive work culture with dedicated staff, dynamic leadership, and a self-licensed AFSL environment that prioritises professional standards and personal growth. With competitive earnings potential and a focus on mentoring, this role is perfect for ambitious advisers looking to elevate their career in the vibrant Sydney CBD or Parramatta area.
