Financial Planner
Chatswood location. Premium clients. Mandarin speaking portfolio.
Summary about this job
Financial Planning
Company: Hays Banking
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-7-2826-3056
Fax: +61-8-6575-9910
E-mail: n\a
Site: n\a
Detail information about job Financial Planner. Terms and conditions vacancy
- Large Wealth Management Organisation
- Clients with complex advice needs
- $90k - $100k + super
Chatswood location. Premium clients. Mandarin speaking portfolio.
Your new company
This large Wealth Management Organisation are looking for an experienced Financial Planner to join their team, looking after a diverse portfolio of clients. They have a large client base from diverse backgrounds and require a multilingual Financial Planner to join the team. They promote a collaborative culture and offer excellent long-term career prospects. They have multiple offices across the Sydney region as well as having a national presence.
Your new role
As a Financial Planner, your role will revolve around the provision of holistic financial advice to your portfolio of clients. You will be provided with a book of clients to service, with the expectation that you will grow it over time. You will be required to adhere to KPIs and revenue targets, while providing a premium service to your customers. You will be expected to demonstrate the values of the organisation each and every day.
What you'll need to succeed
As the successful applicant, you will be ADFP qualified (CFP preferred) and you must have a relevant degree. You will have experience in providing holistic advice to a diverse range of clients and have an excellent track record in servicing and growing your portfolio. You will have exceptional bi-lingual communication skills, present immaculately and have a very strong technical knowledge.
What you'll get in return
On offer is an attractive salary package and the opportunity to join a large Wealth Management Organisation. You will be given opportunities to progress your career, and be supported in furthering your studies. You will also receive a number of non-salary employee benefits such as a flexible work environment and non-monetary incentives.
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 Rhys Burton 02 8062 6197. 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.