Senior Financial Planner - Premium Clients
Newly Renovated Offices. Premium High Net Wealth Clients. Full Back Office Support.
Summary about this job
Financial Planning
Company: Hays Banking
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-8-4278-2741
Fax: +61-3-9670-4243
E-mail: n\a
Site: n\a
Detail information about job Senior Financial Planner - Premium Clients. Terms and conditions vacancy
- Sydney CBD
- Large Organisation
- $100k-$120k + super
Newly Renovated Offices. Premium High Net Wealth Clients. Full Back Office Support.
Your new company
This large Wealth Management Organisation are looking for an experienced Financial Planner to join their team, looking after a diverse portfolio of clients. They have a large client base from diverse backgrounds and require a multilingual Financial Planner to join the team. They promote a collaborative culture and offer excellent long-term career prospects. They have multiple offices across the Sydney region as well as having a national presence.
Your new role
As a Senior Financial Planner, your role will revolve around the provision of holistic financial advice to your portfolio of clients. This will be made up of English and Mandarin speaking high net wealth clients so you must be proficient in both languages and have experience delivering complex advice. You will be provided with an existing book of clients to service, with the expectation that you will grow it over time.
What you'll need to succeed
As the successful applicant, you will be DFP qualified (ADFP preferred) and have a relevant degree. You will have experience in providing holistic advice to a diverse range of clients and have an excellent track record in servicing and growing your portfolio. You will have exceptional bi-lingual communication skills, present immaculately and have a very strong technical knowledge.
What you'll get in return
On offer is an attractive salary package and a transparent bonus structure with uncapped earning potential. You will be given opportunities to progress your career, and be supported in furthering your studies. You will also receive a number of non-salary employee benefits.
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.