Financial Planner

Job title : Financial Planner
Location : Sydney CBD
Job type : Permanent
Salary : AU$100000 - AU$120000 per annum + Superannuation
Reference : 17217

Our client, an exceptional boutique wealth management firm that is experiencing a growth phase of clients and revenue is looking for a driven and successful Financial Planner to join their team. Boasting a great working culture and lucrative bonus structure for all Advisers, the successful candidate will have the opportunity to work in a trusting environment where they can manage their work autonomously.

Whats on offer:

  • Lucrative base + bonus structure
  • Work with an existing book of engaged clients
  • Opportunities for career progression
  • Work with a leading multi-disciplinary wealth management firm

Your key responosibilities will include:

  • Service an existing book
  • Provide tailored holistic advice
  • Generate new business through referral partners and client referrals
  • Oversee advice process to ensure efficiency and compliance
  • Build and maintain ongoing client relationships

Skills and experience:

  • CFP qualifications, or close to completion
  • 6+ years' experience as a Financial Planner
  • Strong experience providing complex holistic advice to HNW clients
  • Experience in a Boutique Financial company
  • Understanding of Mortgage Broking

For a confidential discussion about this opportunity, please call Monique Abbenhuis on 0421866677 or send your application to mabbenhuis@fuserecruitment.com

At Fuse, we specialise in recruitment for the insurance industry and actively source for a broad range of established clients. If you are a broking, underwriting or claims professional looking for your next opportunity, we'd love to hear from you!

If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!

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