Associate Financial Planner | Ballina| Excellent Salary

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Great opportunity to join a successful practice with an experienced Financial Planning team.

Summary about this job

Financial Planning

Company: Jenner Recruitment Pty Ltd

Location: Lismore & Far North Coast

Work type: Full Time

Salary: n\a

Phone: +61-3-6318-2028

Fax: +61-2-9212-2341

E-mail: n\a

Site:

Detail information about job Associate Financial Planner | Ballina| Excellent Salary. Terms and conditions vacancy

  • An exellent package for the right candidate
  • Be mentored by a true professional team
  • Work within a structure where you will never have to look for a lead again

Exclusive to Jenner Recruitment would client is looking for an Associate Planner to join this excellent team of specialists.

Our Client

Our client is a successful business operating nationally for over ten years.  They have recently expanded their team and are now looking for an Associate Advisor to join their Financial Planning team.

This successful practice prides itself on delivering personalised and specialist services working with business and mum and dad clients in mostly the pre and post retiree strategies.

Their focus on the provision of quality advice and service to their clients is what sets them apart from their competitors and is how they provide financial advantage to their clients.

The Role

The role will involve you constructing high quality SOA's along with being mentored into a servicing advice role and taking over a book of review clients.

The successful candidate will have the opportunity to progress their career towards a financial advisory role with the full support and mentoring to bring out the best in you.

Your responsibilities include (but are not limited to):

  • The preparation of high quality and compliant SOA's
  • Providing strategic advice to Superannuation, Retirement and Risk
  • Undertaking strategic research
  • The preparation of client review documents
  • Reviewing existing clients
  • File notes; and
  • Attending client meetings/appointments
  • In time be given a book of clients, and be trained into a Financial Planner

About You

Ideally you will be currently working within a superannuation environment within the Financial Planning industry in a Senior Paraplanning or an Associate Advisor/Junior Financial Planning role.   You will have demonstrated high values, integrity and high ethical behaviours.

You will need to possess strong and articulate communication and will need to work extremely well autonomously and as part of a team. 

To succeed with this role you will be a strong team player with the proven ability to communicate complex financial situations simply and convincingly, with the following skills:

  • ADFS or equivalent relevant degree
  • RG146 qualification is a must
  • At least 2-4 years previous experience in a paraplanning role within the Financial Planning industry or have just started in a Junior Financial Planning role
  • Financial Planning software experience in XPlan will hold you in good steed
  • Exceptional communication skills both written and verbal
  • Exceptional time management skills
  • Willing to be a fantastic team player, with an excellent attitude toward the role.

If you are looking for a role where you will be truly recognised for your efforts please call Christine Jenner on 0447 444 505 or email [email protected] for a confidential discussion.

Who is Jenner Recruitment?

We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning, Wealth Management and Accounting sectors.

With over 38 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.

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