Australian Jobs

Are you an experienced financial planner looking for change?
Do you currently have an existing client base that's wholly or partially transferable?

Our client is a progressive and growing practice that's part of a Wealth Management company providing wealth creation and protection strategies for affluent Australians. The licensee, which they are a member of, has approximately $11.6bn in funds under management.

An opportunity has arisen for a committed and dedicated Financial Planning/Consulting Professional to join their ranks.
It is expected that you will have the necessary skills, knowledge and experience in providing personally tailored financial advice in the areas of:
* Retirement advice
* Estate planning
* Superannuation advice and strategies
* Tax planning
* Family trusts
* Cash flow management
* Wealth accumulation advice
* Gearing strategies
* Social security advice
* Investment advice (direct investments and managed funds)
To be considered for this role, you will need to:

• Have at least 4 to 5 years Financial Planning experience with sound knowledge and professional backgrounds in several of the complex areas of tax strategy, superannuation (specially SMSF), estate planning and investment markets.
• Have an existing client portfolio base FUM being managed
• Hold an Advanced Diploma in Financial Planning or equivalent (as a minimum)
• Be CFP qualified or close to completion (highly desirable)

HOW TO APPLY:
For a confidential discussion, please contact Eric Juanta on 08 8127 9005 or alternatively you can submit your resume to ericj@qpl.com.au or via the "apply now" link below. For details on all other vacancies please go to .
QPL's motto is Quality People ; Quality Placement. We take a wholesome and consultative approach to recruitment and operate within strict ethical guidelines. Please see our website to find out more about our service and our point of difference in the Australian marketplace.