Financial Planner

Summary about this job

Detail information about job Financial Planner. Terms and conditions vacancy

• Work in an energetic dynamic team that prides itself on achieving client goals.
• Build your client base within an established Northern beaches firm.
• Work in a business that values its staff and focuses on their success.

Manly Financial Services is looking for a qualified, energetic and motivated financial planner to join our team. 

Manly Financial Services and its advisors have been working in the Northern Beaches area for over 15 years and have built a firm that prides itself on meeting clients goals and objectives over the long-term partnership that it establishes with them. This partnership is reinforced by the firms values, ethics and client focused culture.

The successful applicant must share these values and be looking for a dynamic firm within which to grow, learn and build their client base. Support in terms of new clients will be provided, however, the successful applicant must be able to generate their own clients leveraging off of the firms marketing, brand and points of difference. 

The successful applicant must:

• Be client focused and have a willingness to help and support clients in achieving their goals and objectives.
• Enjoy working in a team environment while also be a self-starting and motivated autonomous worker.
• Committed to ethical and compliant dealings with clients and a high attention to detail.
• Have a good understanding of the current legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.
• Possess excellent communication skills. 
• Have a minimum of 2 years experience as a Financial Planner and qualified with a minimum Advanced Diploma of Financial Services.

All office resources, software, and car parking will be provided.

If this sounds like you and you currently live in the Northern Beaches area of Sydney, please forward your resume for a confidential chat.