FINANCIAL PLANNER
Great opportunity to join a successful organisation with an experienced Financial Planning team.
Summary about this job
Account & Relationship Management
Company: Hays Banking
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-2-7593-5496
Fax: +61-3-8268-9163
E-mail: n\a
Site: n\a
Detail information about job FINANCIAL PLANNER. Terms and conditions vacancy
- Generous Salary package
- Sydney CBD
- Large Wealth Management Organisation
Great opportunity to join a successful organisation with an experienced Financial Planning team.
Your new company
This large financial institution have a strong presence nationally and are looking to grow their wealth management arm. As such they are looking for a Financial Planner to join the company here in Sydney CBD. Being uniquely positioned in the market, not only are they committed to providing customers with both quality products and services, they are also committed to ensuring their employees are fully supported in their career. They will be offering a generous salary package to the right candidate.
Your new role
You will be servicing a diverse portfolio of clients so you must have experience in offering comprehensive financial advice. You will be required to build relationships with several referral partners across the business internally. Your focus will be advising a range of clients on superannuation, investment, and personal insurance. You will be provided with a technical and administration support team to service and maintain customers with financial advice needs.
What you'll need to succeed
You will be passionate about delivering advice and providing a premium service to your clients. In addition, you will have:
- Relevant tertiary qualification (preferred)
- Advanced Diploma of Financial Planning
- Proven ability to meet and exceed revenue targets
- Excellent compliance records
- Previous experience in a similar role
What you'll get in return
As well as a generous salary package this is a great opportunity to utilise your financial planning experience to service a range of clients. There is also an outstanding opportunity for the right candidate to develop their career within this large financial organisation as they grow their senior talent from within the business.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.