Financial Adviser with SMSF experience - Sydney
We are looking for an SMSF adviser to manage an existing portfolio
Summary about this job
Financial Planning
Company: AMP Services Limited
Location: Sydney
Work type: Full Time
Salary: salary + bonus + super
Phone: +61-7-7573-4466
Fax: +61-8-2562-4801
E-mail: n\a
Site: n\a
Detail information about job Financial Adviser with SMSF experience - Sydney. Terms and conditions vacancy
Financial Adviser with SMSF experience - Sydney
- SMSF adviser highly sought after
- Great flexibility options
- Steady stream of warm leads
- Relaxed and autonomous environment
The practice
The practice is an AMP holistic advice firm with a large client base looking to find another team member to help its clients achieve their goals. It is in a convenient location in Five Dock.
Your skills & experience
- Passion for providing quality advice
- Experience in advising SMSF clients
- Diploma in Financial Planning (minimum) and SMSF - you must be RG146 qualified
- Face to face advice experience
- Open to either a servicing style or new business type planner
What we offer
- Full paraplanning & administrative support
- Flexibility
- Steady stream of warm leads
- Relaxed and autonomous environment
Would you like to find out more? Click the Apply Now button below.
For a confidential discussion about the role please contact Kathleen Pace on 0466 458 516 or [email protected]
Please note: Preferred candidates will be required to successfully complete appropriate assessments, reference, and background checks as part of our recruitment process.