Financial Planner
Excellent opportunity for Senior Financial Planner to provide holistic & complex advice to our diverse client base located in Dubbo & Central West.
Summary about this job
Financial Planning
Company: International Search Partners
Location: Dubbo & Central NSW
Work type: Full Time
Salary: $100,000 - $119,999
Phone: +61-3-2030-8606
Fax: +61-8-3054-6478
E-mail: n\a
Site: n\a
Detail information about job Financial Planner. Terms and conditions vacancy
We are a professional organisation who pride ourselves on providing a high level of service to our Clients. A great opportunity exists for a Mid to Senior Financial Planner with strong technical knowledge to provide holistic advice to our new and existing clients.
Working closely with our Relationship Managers, your role will involve meeting with clients to provide a full scope of strategic and complex financial advice across Superannuation and Retirement Planning, Insurances, Investments etc. to Individuals, Business Owners & Agri Business Clients. Your role will be supported by our team of Administration & Paraplanning staff allowing you the opportunity to focus your time providing advice to clients. This is an excellent opportunity to work within a close team environment where clients relationships are valued.
To be successful in securing this unique opportunity, we are seeking a self managed individual who is able to work well within an autonomous environment, you will have solid experience across all facets of Advice including Business related Planning (Business Insurance & Buy/Sell Agreements) you will have excellent communication and relationship skills and a genuine interest in helping your clients to achieve their financial goals. It is essential that you are at minimum close to completing your Advanced Diploma in Financial Planning with a relevant Tertiary qualification. CFP or equivalent will be highly regarded.
For a further information and confidential discussion please contact Shelly Pokorny on 02 9247 1414/0413 957 089 or email you application to [email protected] quoting reference number 00333411.