Financial Planner $180 OTE - Next Director

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Financial Planner - Entrepreneurial mindset. Inter-generation. Affluent C-Suite. Impressive networks. Collegiate team. Stocks/Equities. CFP Planner.

Summary about this job

Financial Planning

Company: FinancialServicesJobs.com.au

Location: Sydney

Work type: Full Time

Salary: Confidentially call/txt Jaicob 0400675739

Phone: +61-2-3658-9452

Fax: +61-2-7873-8581

E-mail: n\a

Site:

Detail information about job Financial Planner $180 OTE - Next Director. Terms and conditions vacancy

Confidentially Call or SMS Jaicob on 0400675739

Time Management

Often IFA business demands its Advisors to wear 3 hats. You however, understand you cannot wear all 3 at the same time. Instead you display the ability manage all 3. Speaking specifically around an inter-generational opportunity, firm currently services over 300 families. If we take on average 2 children, that’s over 500 opportunities needing to be managed effectively.

Business Development 

  • An entrepreneurial mindset 
  • Ideas on portfolio growth both internally and externally
  • Build inter-generational relationships with 30 year existing clients 
  • Natural talent to network and develop (or have previously developed) external centres of influence  

Personality

You’re at the perfect age in your career, 35 or there about. You hold yourself well in a social situation without going overboard. You also consider yourself both out of the box and super, with a certain creative flair. Because you work really well in a collegiate team, your views on financial markets, advice and investment structures are respected from day 1.
 

Technical Knowledge 

  • Assumed knowledge for SMSF as roughly 50% of clients need this service
  • A fair portion of clients are also business owners 
  • Further on boarding and training, as with any firm, specifically to learn the firm’s systems 
  • Working knowledge and understanding of stocks/equities. 
  • Effective trim portfolios and introduce funds with more consistent returns
  • Opinions of effective strategy development

 
Opportunity

Transition in the next 8 years into Management/Directorship of a well-established firm. Base salary of $120,000 + Super + Bonus for business development + pathway to equity buy in.
 

Qualifications 

Bachelors degree with a KAPLAN SMSF accreditation 
10-15 years’ experienc

INTERESTED:

Call me now on 0400675739 or email your resume to [email protected] and I will confidentially get back to you.

NOT INTERESTED

I can provide Financial Services professionals access to each other. I have been recruiting in this sector for years and have built a strong relationship with key clients. Our national client base is rich and diverse, from Global to leading Niche Firms.

  • Our Specialist team provide valuable information to Client and Candidate on availabilities, salary expectations and market trends.
  • The leading specialist recruitment consultancy in Financial Services, All aspects of Independent Financial Advisory and Dealer Groups

You can also benefit your career by joining my LinkedIn page: https://au.linkedin.com/in/jaicob-abbott-atchison-962049117 Feel free to visit FinancialServicesJobs.com.au for more roles

We uphold the principles of equity and diversity in our recruitment dealings. If you have the right skills for the job we will appreciate your confidential application.  

Jaicob Abbott-Atchison 

Financial Services Specialist 

(02) 9467 6767

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