Associate Planner $89-81K WHY? Grow & Develop
Associate Planner - In your first 12 months you’ll receive personalised mentoring, coaching and guidance to further your career into an Advisor...
Summary about this job
Financial Planning
Company: FinancialServicesJobs.com.au
Location: Sydney
Work type: Full Time
Salary: Confidentially call/txt Jaicob 0400675739
Phone: +61-8-6075-7404
Fax: +61-7-2310-9662
E-mail: n\a
Site: n\a
Detail information about job Associate Planner $89-81K WHY? Grow & Develop. Terms and conditions vacancy
- Become a personal CFO as you enter a professional and personal relationship
- Specific research and strategic advice, not basic XPLAN templates day in/out
- Wear multiple hats and aid the cohesion of 7 Advisors across 3 Sydney locations
Confidentially Call or SMS Jaicob on 0400675739
Firm
A Financial Planning firm is only as good its clients. With prior staff already receiving consistent positive feedback from clients, this firm bodes a professional environment combined with a youthful flamboyant culture. Rapidly expanding and offering a talented Associate to grow with the business.
Advice
Given the ability to utilise and wear multiple hats; in your initial 6 months you’ll aid the cohesion and efficiency between 7 Advisors across 3 Sydney locations. Take your prior experience in Client Services and/or Paraplanning to develop specific research and strategic advice individualised per client. Not just basic XPLAN templates day in, day out.
First 12 months
In your first 12 months you’ll receive personalised mentoring, coaching and guidance to further your career into an Advisor. You’ll develop into a conduit between the business Principal and the client and learn how to discuss strategy in an empathetic manner. Ascertain the firm’s 18 Point Plan in Client Discovery (Cash Flow Assessment, Legislative Changes, Succession Planning and Tax Options as a few examples) and hone your soft skills to become more than an Advisor. After 12 months you’ll become a personal CFO as you enter a personal and professional relationship. Assist clients to make smart financial decisions and come to be the go-to referral in a niche market.
Clients
Clients vary with a prominence in Pre/Post retiree single women. Make them feel comfortable as you extend and protect their wealth.
Interested?
Call me or email your resume to [email protected] and I will confidentially back to you.
Not Interested?
We uphold the principles of equity and diversity in our own company and in our recruitment dealings. If you have the right skills for the job we want your application.
linkedin.com/in/jaicob-abbott-atchison-091ab189
Jaicob Abbott-Atchison - Financial Planning Specialist
(02) 9467 6700
0400 675 739 (All hours)
[email protected]