| Senior Financial Planner - HNW/Business/Commercial - Fremantle |
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Perth |
Above Market Salary and Bonuses
Focus on HNW/Business/Commercial Clients
Fremantle Location
An opportunity has arisen due to substantial business growth as the Senior Financial Planner specialising in the business/commercial segment. As the senior financial planner you will use your experience in advising affluent /SME markets to provide complex strategies to businesses and High-Net-Worth clients.
Your past experience in dealing with HNW clients will allow you to design complex strategies in areas such as succession planning, key-man insurance and buy-sell agreements. With a stream of referral partners that are renumerated on meeting wealth targets you will be presented with qualified leads.
By building quality relationships with your referral partners you will be rewarded with an above market base salary, competitive bonus structure and the opportunity to build your own partnership. This is a national wealth provider that will invest in you with reduced 1st year targets, continuing education, training and professional development.
Located in the Fremantle area you will have ongoing Paraplanning support and a constant referral stream. To be successful you will have:
Advanced Diploma in Financial Planning
2-3 years Financial Planning experience (ideally in HNW/SME markets)
Knowledge of succession planning, key man insurance and buy-sell agreements
Ability to build strong relationships with referral partners
This is a fantastic opportunity to step up to a senior financial planner role as you give advice to Fremantle's HNW clients and entrepreneurs.
Call Dene Ramsden for a private discussion on 02 8916 5544 or click Apply NOW!
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| Industry: Other |
Sector: Private |
| Profession: Banking & Finance |
Work Type: Full Time |
| Role: Financial Planning |
Reference Number: JX/4PDAW31263 |
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Nearest Transport: |
Contact Details:Dene Ramsden 08 6466 3800 |
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