Financial Planner

Summary about this job

Detail information about job Financial Planner. Terms and conditions vacancy

• Milton base, close to transport, cafes, action
• Excellent $$$ salary package plus bonuses
• Loyal & growing client base + strong lead pipelines

The Opportunity:

This is a superb Financial Planning opportunity. Based in Milton you’ll be close to transport, cafes and all the action. This is a new position created due to continued business growth and the company provides a strong pipeline of external and internally generated leads.
  
The Company:

Growing from a single office into three offices today, they continue to grow on the back of an excellent client base, strong management and a group with Financial Planning, Accounting and Finance Broking. It’s a great mix for success and continued growth has proven this to date.
  
About your new role:

With a strong understanding of strategy, you’ll engage with clients at the highest levels to deliver financial solutions to the highest standards. The opportunities are wide open to provide comprehensive and innovative financial advice and services to a wide range of new and existing clients.
  
If you’re a Financial Planner with an existing book, you will be rewarded if bringing your existing Financial Planning Book into the business, where you will continue to service these and new clients.
   
 About you:
  
To be considered for this exciting opportunity, you will require:

• 7+ years experience and currently working as a Financial Planner
• ADFS qualification ( essential)
• Degree qualification or Masters (CFP would be highly regarded)
• RG146 compliance (essential)
• Xplan Software experience
• Quality compliance record and clean audit reports
• Strong technical knowledge
• Excellent communication and client engagement skills
• High level values, integrity and ethics
• Strong motivation to exceed client expectations and business performance
• A positive, vibrant attitude and strong team orientation

This is a challenging and rewarding position in a first-class wealth business with strong growth and a quality culture.
To take advantage of this unique opportunity, please email your resume and cover letter addressing the selection criteria. You must be eligible to work in Australia. Applications close 11th August, 2018.