Our client is a successful Financial Planning and Mortgage Broking business with a focus on providing strategic financial solutions to their clients. They have an incredibly client focused approach and enjoy a very friendly and social working environment. Due to internal changes and ongoing growth a fantastic opportunity is available for an experienced Financial Planner to join their team and service a large volume of referrals.
Your key responsibility in the role will be to provide holistic advice to an existing book of clients that you will be expected to grow through networks and referrals. In doing so, you will be responsible for providing high quality and compliant advice, ensuring high quality client satisfaction, assessment of financial needs, fostering ongoing relationships and ensuring commercial objectives are achieved.
The successful candidate:
The ideal candidate will be a highly motivated, productive and relationship focused Financial Planner who is capable of providing advice on Superannuation, Insurance, Investments/Wealth Creation and Savings plans. You will ideally have experience with AMP products, excellent customer service skills, a great overall attitude and the ability to meet and exceed targets. Relevant qualifications (RG 146 compliant, FASEA requirements) are preferred.
What's in it for you?
You will be given the opportunity to join an experienced and reputable team who have a genuinely great working environment and management team. They have ongoing career opportunities available within their business and the successful candidates will be rewarded with a generous salary structure. You will also be given access to an existing book of clients, as well as a dedicated admin team to ensure your success in the role.
To apply please forward your resume to email@example.com, or contact Victoria Tite directly on 0417 868 821