Client Services $143-55K Five options?
Financial Client Planner/Services - 5 vast roles. $500K annually. Associate to Adviser. Integral function. Untapped referrals. Viable next step.
Summary about this job
Financial Planning
Company: FinancialServicesJobs.com.au
Location: Sydney
Work type: Full Time
Salary: Confidentially call/txt Jaicob on 0400675739
Phone: +61-7-7515-5431
Fax: +61-7-5760-7459
E-mail: n\a
Site: n\a
Detail information about job Client Services $143-55K Five options?. Terms and conditions vacancy
Confidentially Call or SMS Jaicob on 0400675739
Senior Financial Adviser $130-111K
They are an 'Employer of Choice' that promotes growth, stability, ongoing skill and leadership development. Your confident and self-motivated approach to Financial Planning will allow you to excel here with likeminded people.
Senior Risk Adviser $127-105K
Freedom with their open APL will allow you to maintain these effective relationships by adding value to your clients. Manage a portfolio of a potential $500K in annual new premiums and $250K ongoing hybrid commissions.
Senior Paraplanner $103-81K
This highly regarded firm focuses on efficiencies and has removed the bulk of the unnecessary admin work. The ethos is to provide the best service to clients, providing them with better advice to impact their portfolio positively. As a result, they value their Paraplanners and view them as an integral function. Fluid dialogue between Paraplanner & Advisor is a necessity, and in the best interest of the client.
Associate Adviser $79-59K
The approach here is different. The Partner has developed proven financial planning strategies that allow you to provide a more holistic service. You will take ownership of a surplus of untapped referrals which have come on the back of their rapid expansion. Work with both urban and regional clients on the individual and SME level. There is a high expectation for face to face client interaction.
Client Services $62-55K
Join a Top 50 National Accounting firm with services ranging from Corporate Super, to Tax and Business Planning. Receive valuable guidance and mentorship from the Senior Financial Planner who has over 15 years’ experience in the market. A defined 2-3 year goal is in place for you to learn from their methodology of Financial Planning, on your way to becoming a market expert.
INTERESTED:
Call me now on 0400675739 or email your resume to [email protected] and I will confidentially get back to you.
NOT INTERESTED
I can provide Financial Services professionals access to each other. I have been recruiting in this sector for years and have built a strong relationship with key clients. Our national client base is rich and diverse, from Global to leading Niche Firms.
- Our Specialist team provide valuable information to Client and Candidate on availabilities, salary expectations and market trends.
- The leading specialist recruitment consultancy in Financial Services, All aspects of Independent Financial Advisory and Dealer Groups
You can also benefit your career by joining my LinkedIn page: https://au.linkedin.com/in/jaicob-abbott-atchison-962049117 Feel free to visit FinancialServicesJobs.com.au for more roles
We uphold the principles of equity and diversity in our recruitment dealings. If you have the right skills for the job we will appreciate your confidential application.
Jaicob Abbott-Atchison
Financial Services Specialist
(02) 9467 6767