Financial Planner - Eastern Suburbs - Lucrative Patch

Summary about this job

Detail information about job Financial Planner - Eastern Suburbs - Lucrative Patch. Terms and conditions vacancy

Our client is totally focussed on putting its relationships with its clients first: If you get this right, everything else will flow from there. This culture is for an experienced planner who understands advice, who is driven to succeed, and who wants the right team environment to work within.

With a very lucrative patch, an opportunity is available in the Eastern suburbs to step in and inherit a portfolio of existing clients, and maximise the referrals that are also available.

To be successful in this type of role, you will need to be able to demonstrate the following:

• Proven ability to build and run a portfolio, and the drive, ambition and motivation to do so.
• Exceptional relationship management skills, and the ability to build authenticity with both internal referral sources
• A commitment to continuous learning and development, with DFP/CFP qualifications as a minimum
• Strong commercial acumen, and an understanding of the behaviours required to build a successful book of business.
• Experience within SMSF, Estate Planning and Business Protection advice.

If you have the right attitude, and the experience required to be credible and authentic in this space, then opportunities like this do not come on to the market often.

To have a confidential discussion about this role or other financial advisory opportunities, please call Mark Fradkin on (03) 9225 5105. Alternatively you can send your application directly online by clicking the apply button.