Financial Planner
Top quality boutique firm, substantial growth, opportunity for an experienced Financial Planner
Summary about this job
Account & Relationship Management
Company: Hays Banking
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-7-4457-5045
Fax: +61-3-8186-1869
E-mail: n\a
Site: n\a
Detail information about job Financial Planner. Terms and conditions vacancy
- Western Sydney
- $110k + Super + Bonus
- Existing Client Portfolio
Top quality boutique firm, substantial growth, opportunity for an experienced Financial Planner
Your new company
This well-known financial organisation located in the western suburbs are looking for an experienced financial planner to join their team in wealth management. This company has a national presence with a wide network of external referral partners. They are well known for putting their clients and employees at the heart of their business and for promoting career development, collaboration and work-life balance.
Your new role
As the financial planner your role will require previous experience in offering holistic advice to clients because you will be growing and managing a portfolio of clients with complex advice needs straight away. You will be required to build relationships with several referral partners across the business internally. You will be working alongside a collaborative team of professionals who enjoy going the extra mile to achieve customer satisfaction.
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:
- A relevant tertiary qualification (preferred)
- Close to completion of CFP
- Excellent compliance records
- Demonstrated experience in offering client solutions and meeting deadlines
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. This organisation also offers workplace flexibility, a transparent career path and will support you in reaching your overall career aspirations.
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.