Financial Planner
Premium Clients. Large Organisation. In-house technical and administration support.
Summary about this job
Financial Planning
Company: Hays Banking
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-2-6122-8837
Fax: +61-8-1783-8210
E-mail: n\a
Site: n\a
Detail information about job Financial Planner. Terms and conditions vacancy
- Northern Beaches
- Existing book of clients
- $90k - $100k + super
Premium Clients. Large Organisation. In-house technical and administration support.
Your new company
This large financial organisation are looking for a Financial Planner to join the business located in Sydney’s Northern Beaches. The company offer a range of non-monetary employee benefits, a flexible work environment and great opportunities for career progression. They have excellent resources for administration and technical support as well as a large client base.
Your new role
You will be servicing a diverse portfolio of clients so you must have experience in offering comprehensive holistic financial advice. You will be required to build relationships with several referral partners across the business internally. You will be advising a range of clients with a particular focus on Super, Risk and Investments. You will be supported by a local centralised Paraplanning unit and a Client Services team based in Sydney.
What you'll need to succeed
You will be passionate about ethical advice and providing a premium service to your clients. In addition, you will have:
- Relevant tertiary qualification
- CFP must have been commenced (minimum one module complete)
- Experience in a Financial Planning role previously
- Proven track record of delivering compliant ethical advice to clients
- Excellent presentation and communication skills
What you'll get in return
As well as the aforementioned salary package this is a great opportunity to utilise your financial planning experience to service a range of clients. There is also an excellent opportunity for the right Financial Planner to develop their career within this large financial organisation as they grow their senior talent from within the business.
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.