Financial Planner - Bella Vista
We're looking for an experienced financial planner to join our team in Bella Vista!
Summary about this job
Financial Planning
Company: AMP Services Limited
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-2-3056-9078
Fax: +61-7-7148-3795
E-mail: n\a
Site: n\a
Detail information about job Financial Planner - Bella Vista. Terms and conditions vacancy
- Work close to home in Bella Vista
- Warm leads and existing client book to manage
- In-house administration support
Backed by Australia’s largest licensee; AMP Financial Planning, this is a successful financial planning practice located in Bella Vista.
The Role
We’re looking for a financial planner to join this boutique firm. You will be required to manage a book of existing clients and review portfolios across a range of advice areas, including, super, insurance, and investment strategies.
You will also be given the opportunity to generate new clients from a steady stream of warm leads.
Your Skills
- Minimum qualification is Diploma of Financial Planning
- Minimum 1-year face to face advice experience
- Ability to engage and develop new client relationships
- Strong technical knowledge
- Technologically savvy and keen to work in a paperless environment
What we offer
With leads provided and a captive market, you will be on track for success.
Would you like to find out more?
Please contact Kathleen Pace, AMP Recruitment Specialist: [email protected] or 0466 458 516.