senior financial planner up to 140k existing client base in Sydney CBD

Sydney CBD, New South Wales
job type
AU$ 100,000 per year
reference number
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job description

Senior Financial Planner Up to 140K Existing Client Base

Opportunity to take your Advice career to a new level. This role will allow you to give advice on products outside of a typical advising position and take over a client base

Bullet Points

  • Global Business
  • CBD based
  • HNW Clients

The Company

With a reputation for service excellence and enviable brand awareness this global provider of wealth solutions is currently looking for a sales focused financial planner. This role will allow you the opportunity to access unlimited referrals from bankers, home finance managers znd relationship managers.

The Role

Very unique opportunity to take over a client base already generating a large amount of revenue.

With a secure source of internal referrals, you will be encouraged to develop your prospecting skills through business development and increasing revenue. You will have demonstrated experience in wealth accumulation and managed investments, superannuation and retirement strategies, and wealth protection and life insurance.

This is a great opportunity to further your career in a truly professional organisation with a fantastic reputation. You will receive a highly attractive salary, commensurate with experience, and a competitive bonus structure.

In return you will receive ongoing training and career development coupled with a great salary and unlimited bonus potential.

Your Skills and Experience:

3 + years providing financial advice

Exposure to HNW clients (1 Million + )

Ideally you are working in a Premium or Private Bank


Good financial planning/financial market knowledge

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood on


Senior Financial Planner, HNW, CFP
apply now