Financial Planner - Risk & Investment specialist.

Summary about this job

Detail information about job Financial Planner - Risk & Investment specialist.. Terms and conditions vacancy

The company.
This young, vibrant financial advisory based in North Sydney are looking for a self-motivated go-getter to be a part of their expansion and join the Financial Planning business. This company specialises in investment and risk strategies & with an accounting firm, referrals are continuous.
  
The role:
The primary role of the Financial Planner is to provide considered and appropriate advice to clients for investment, superannuation, and wealth protection and creation. You will be able to create your own book of clients and control your own diary and daily plans. All the tools will be there to make you a success.

• Sourcing new opportunities and looking for value-added services that can be offered to new and existing clients;
• Undertaking in-depth reviews of clients' current financial circumstances and future goals;
• Analysing information and preparing plans best suited to individual clients' requirements

  
  
About you:
You will need to be comfortable working in a fast pace environment, whilst having clear attention to detail and show your passion for financial planning. To meet this companies’ recruitments, you’ll uphold:

• Degree in Finance, Business, Commerce or a related discipline/ Progress to obtain
• Diploma and working towards Advanced Diploma in Financial Planning
• CFP qualified / Progress to obtain
• Solutions focused on the ability to work autonomously

If you are interested in this Financial Planning role, then please send an up to date resume to [email protected] or call 0451831861