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Financial Planner

  • National Accoutring Firm

  • Steady stream of referrals

  • Competitive base + super + bonus

A great opportunity for an experienced Financial Planner to work for a National Accounting firm in Perth.

Your new company
This National business with circa 30 offices across the country have a great reputation in the market, and are looking to put on a Financial Planner in Perth to look after the holistic Wealth Management needs of the firm's existing Accounting client base. They put a strong emphasis on providing ethical advice across all areas, and value integrity in everything they do.

Your new role
Working with Accountants in Perth and the South West, as a Financial Planner your role will revolve around the provision of holistic financial advice, to your diverse client base. You will be supported by a centralised Paraplanning operation, and will also be provided with full admin support.

What you'll need to succeed
As the successful applicant, you will be degree-qualified preferably with the Advanced Diploma of Financial Planning, working towards the CFP. You will have experience in a similar role previously. You will have a strong technical knowledge, excellent negotiation skills, energy and enthusiasm. You will show a genuine passion for the provision of ethical financial advice. Ideally you will have experience working with Accountants previously. An existing client base to bring with you will be highly regarded, but is not mandatory.

What you'll get in return
On offer is a competitive salary package, with a revenue based bonus structure. You will have the opportunity to work for a National brand, in a role which has scope for career development. You will also have access to a number of other employee benefits, including life insurance.

What you need to do now
Please apply online.

Date Posted
Banking & Finance
Perth, WA 6000
Job Type
Full Time, Permanent
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