Financial Planner
National organisation. Excellent client value proposition. Clients with complex advice needs.
Summary about this job
Financial Planning
Company: Hays Banking
Location: Wollongong, Illawarra & South Coast
Work type: Full Time
Salary: n\a
Phone: +61-2-1592-2791
Fax: +61-3-6723-1668
E-mail: n\a
Site: n\a
Detail information about job Financial Planner. Terms and conditions vacancy
- National Wealth Management organisation
- Wollongong location
- $100k - $120k + super
National organisation. Excellent client value proposition. Clients with complex advice needs.
Your new company
This National Wealth Management organisation is looking for a Financial Planner to join their office in Wollongong. They have recently invested in state of the art technology ensuring their staff are able to provide a premium service to their clients with streamlined processes. They have a strong presence in the market and a large client base.
Your new role
Your role will revolve around the provision of holistic financial advice to your client portfolio. You will manage all aspects of your portfolio to achieve commercial objectives with a high level of client satisfaction. The organisation are uniquely positioned in the market, you will be provided with an existing client base, so you can focus on the provision of quality advice. You will be seeing clients immediately so previous advice experience is essential.
What you'll need to succeed
As the successful applicant you will have a relevant degree and the CFP or Masters of Financial Planning (or close to completion). You will have experience in a planning role previously and have a proven desire to succeed as a Financial Planner. You will have exceptional communication skills, with a professional manner. Strong technical financial planning skills, combined with the ability to present strategic solutions and options to clients is a key requirement of the role.
What you'll get in return
On offer is an attractive salary package, and excellent earning potential. You will work in modern offices in Wollongong and get a fantastic opportunity to service a large client base with complex advice needs. You will also be supported in furthering your education.
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.