HNW Clients Equity Option Established Firm This highly regarded firm is renowned for innovative end to end wealth management solutions and has an excellent track record in retaining clients and recurring revenue. Continued success and an increase in referrals have created an opportunity for a Senior Financial Planner to join this well established team. As the HNW Financial Planner you will be accountable for cultivating and converting the referrals whilst managing a book of business. Providing advice to clients through understanding their goals and objectives will allow you to further develop the long term relationships this firm have in place. A holistic approach to planning and a determination to develop your network along with tertiary qualifications are essential. An experienced team of para planners and Client Service Officers will provide you with superior technical support. This opportunity is ideal for Financial Planners seeking future equity in a highly progressive firm. For a confidential discussion please contact Joanna Thornton on (08) 8410 8533 or joanna.thornton@hays.com.au

Friendly Team Environment Competitive Package On-site Parking This prestigious wealth management firm is committed to developing and maintaining financial success for their clients. With a strong network , this highly successful company is experiencing growth and requires a Para planner to join their team. This rare opportunity would suit an experience wealth management professional looking to take the next step in their career. Located in the outskirts of the CBD, this hybrid role with front of house responsibilities , will also include first point of contact for clients , delivering technical support to a team of advisors , providing quality SOA's and other financial documentation. With strong compliance knowledge , you will be proficient in a variety of strategies including risk , super , insurance and pensions. You will be detail driven with superior time management skills and a drive for continual development. Your ability to think laterally , a diploma in financial planning and your strong technical ability will ensure your success. Here is an opportunity to join an established firm that offers a competitive package , friendly team environment , training and development. For a confidential discussion , contact Joanna Thornton on (08) 8410 8533 or email joanna.thornton@hays.com.au