Financial Planner

Summary about this job

Detail information about job Financial Planner. Terms and conditions vacancy

Want a make a difference to the lifestyle of your client. Join this company where the client’s needs and goals are central to everything they do.

This company is a key player within the Financial Planning industry who has a strong reputation for delivering high quality, consistent advice through its planner network.

This role will see you:

• Managing a book of new and existing clients
• Have a strong support team who will identify new client opportunities and conduct administration tasks related to implemented client strategies
• Work towards agree sales and revenue targets
• Identify new business opportunities whilst talking to clients whilst ensuring all compliance obligations are met
• Using your highly developed relationship building and client service skills

Experience ideal for this role:

• Prior experience in a financial planner position – minimum of 2 years preferred
• Strong knowledge of legislation and compliance regulations for the Financial Planning industry
• Strong relationship management, negotiation and client service skills
• Relevant industry qualifications – CFP or currently working towards CFP preferred
• Degree qualified in a related discipline such as Commerce, Applied Finance etc

If this role is for you then apply now!