Financial Consultant

Summary about this job

Detail information about job Financial Consultant. Terms and conditions vacancy

• Develop & grow strong client relationships
• A dynamic team culture where staff & clients come first
• Access to personalised development plans

ABOUT THE COMPANY
Pioneering, innovative market leading self-licensed boutique Financial Planning practice based in the South East. A multi award winning Wealth Advisory & Planning team where the client is ultimately at the centre of everything they do. This business has inspiring leadership and a contemporary and creative way of thinking. They are professional, ethical and conflict free. They focus on a core group of clients that value their services and advice.

ABOUT THE ROLE
You will be an integral part of the growing Financial Planning team providing a high standard of strategic, technical and holistic advice and client support. You will create high-quality complex SOAs and provide holistic advice to long standing and loyal clients. You will also have access to a defined range of financial planning tools to assist you to identify innovative financial solutions. Key focus of this particular position is on developing strong client relationships by providing outstanding service whilst identifying opportunities to add further value.

DUTIES

• Create high quality complex SoAs
• Contribute fully in client strategy meetings
• Maintain & develop strong client relationships
• Support retention of existing loyal client base

SKILLS & EXPERIENCE

• CFP highly regarded
• Positive attitude & inquisitive nature
• Excellent business development skills
• Bachelor Degree in Business or Finance
• Exceptional interpersonal skills & presentation

COMPANY CULTURE
Why do the staff enjoy working here? Because of the positive team culture and having a personalised professional development implemented from day one. A professional and collaborative office dynamic creates a positive working environment. Work directly with, and be mentored by the Principal of Wealth Advisory

BENEFITS

• Market leading professional development programs
• Regular, tailored performance & salary reviews
• Competitive remuneration & non-monetary rewards
• Long term career opportunities
• A truly agile and flexible work environment

  
HOW TO APPLY
contact, Kieron Wineberg, Associate Director [email protected]
03 9946 7307, or click APPLY button and include your resume and cover letter.

Lawson Delaney is Melbourne's premier specialist recruitment firm working with the Insurance, Accounting & Wealth Advisory Professions. We are here to help you with your career aspirations.

http://www.lawsondelaney.com.au