Servicing Financial Planner

CSG Talent

Job Details
3 hours ago
Full Job Description
Servicing role

Existing book with full support

No business development or sales targets

The Employer

Our client is one of South Australia’s largest, most respected accounting and financial services firms.

For over 50 years, our client has been changing up the financial services game by investing in great people, working with great clients, and running a great firm.

With the belief that there is more to the industry than the cold hard numbers, our client has set about partnering with clients and our community to create strategic, ethical, and agile financial solutions, helping South Australian individuals and businesses to thrive.

Due to their ongoing success, our client is seeking to appoint a Servicing Financial Planner to join their amazing team.

The Role

With no sales targets or expectations around business development, your primary focus will be on delivering ongoing advice and services to an existing book of approximately 50 clients.

Your day-to-day responsibilities will include:
Maintaining strong relationships with existing customers.

Delivering all ongoing service obligations.

Maintaining accurate customer records

Managing the ad-hoc service needs of existing customers.

About You

You are a passionate advice professional with experience advising a sophisticated customer base across superannuation, retirement, investments, and insurance.

An empathetic adviser with the ability to connect with people from diverse backgrounds, you are a natural relationship builder who can gain the trust of clients quickly and effectively.

You are highly efficient and possess a strong sense of purpose. You are confident in your abilities and enjoy working in a cooperative, yet diverse team environment.

This role would ideally suit a customer-centric adviser seeking an opportunity to deliver quality advice without the burden of sales targets, in a supportive, flexible, and highly desirable environment.

Other skills, experience and attributes required include:
A natural ability to build relationships.

Genuine interest in investments, including direct assets.

FASEA Qualified

Evidence of a flawless compliance history

Proficient in the use of Xplan

Ability to provide advice to SMSF’s or a willingness to learn.

The benefits

A supportive, empathetic, and collaborative team

Flexible working arrangements.

Administrative and paraplanning support

Modern purpose-built offices.

Best-in-breed culture

Our client values gender diversity and workplace flexibility. Applications from all segments of the community are welcomed and encouraged.


To apply, please forward your resume to Mark Elding at CSG Talent by clicking APPLY or contact Mark at 0457 629 751 for a strictly confidential discussion.

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