Financial Planner
Opportunity to join a growing Financial Planning practice. Full Book of clients on offer no need to bring across or develop your own business.
Summary about this job
Financial Planning
Company: MACRO Recruitment
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-7-8991-9319
Fax: +61-8-3513-8380
E-mail: n\a
Site: n\a
Detail information about job Financial Planner . Terms and conditions vacancy
- Car space provided
- Great Starting Salary and Revenue Share on offer
- Practice Located in North Sydney
- Full Book of clients on offer
- Great Starting Salary with Revenue sharing
- Personal Car Space provided
Your Next Employer…
Is a fast-paced, rapidly growing and professional advisory firm in the North of Sydney. Successful applicants will receive the training, education and mentoring to become a successful financial planner. They promote from within and staff personally reaps the rewards of their hard work and success.
The Role...
You will be taking on a full book of clients which has become available due to a recent acquisition. The role will not involve bringing in any of your own clients but will require you to be able to engage with clients who have previously worked with another planner with a different agency. The role will involve retaining these clients through providing tailored financial advice to a range of clients by developing strategies and plans that meet each client’s needs.
You will provide advice in range of areas including investments, Superannuation including SMSF, Wealth protection, Retirement planning and estate planning.
You Will Need...
- Relevant Financial Planning Qualifications
- Minimum 2 years Financial Planning Experience
- RG146 required
- Experience with Xplan or Midwinter software
- Solid compliance record and clean audit reports