Job Title

Senior Financial Planner - Tree change in Gippsland!Add expected salary to your profile for insights.Our client is totally focused on prioritizing relationships with clients: If you excel in this, everything else will follow. This culture is not for financial salespeople, but for financial planners who understand advice, are driven to succeed, and seek the right team environment.An established office, a client base to inherit, and succession planning leading to an equity position are all available.There is no need to bring your own clients, and full administrative and paraplanning support will be provided.To succeed in this role, you should be able to demonstrate:Credibility with the local clientele, especially if you have grown up in Gippsland or wish to build a life there.A proven ability to build and manage a client portfolio, with the drive, ambition, and motivation to do so.Exceptional relationship management skills and the ability to build authentic connections with internal and external referral sources.A commitment to continuous learning and development, with FASEA qualifications as a minimum.If you possess the right attitude and experience to be credible and authentic in this space, opportunities like this are rare.For a confidential discussion about this role or other investment and financial advisory opportunities, please contact Mark Fradkin at 0417 112 220. You can also submit your application directly online.How do your skills match this job?Sign in and update your profile to gain insights.To expedite your application, please include any relevant details that prompted you to report this job ad as fraudulent, misleading, or discriminatory. #J-18808-Ljbffr