Senior Financial Planner | Wollongong location

Summary about this job

Detail information about job Senior Financial Planner | Wollongong location. Terms and conditions vacancy

The Company

Due to continued growth they are seeking to appoint a new experienced Senior Financial Planner to their team in Wollongong. This is an excellent and unique opportunity for a professional and self motivated individual to be part of a leading Industry Super Fund who are renowned for offering a high quality of service and excellent value to their clients.  

The Role

Reporting to the Regional Manager, your role will require you to meet with and provide a personalised service to our exclusive Member base from diverse backgrounds including Retirees, Mum & Dad clients and mid to high networth individuals. Supported by Administrative resources will allow you the opportunity to focus solely on providing a high level of service and developing ongoing relationships with your clients.  This is an excellent opportunity to work in a fee for service environment where clients relationships are valued.

What you need to Apply? 

• Degree in Finance, Business, Commerce or a related discipline (required)
• Minimum Diploma of Financial Planning (RG146) (required)
• Advanced Diploma in Financial Planning highly desirable (required)
• CFP or equivalent will be highly regarded
• 3 years’+ experience in a Financial Planning role and ideally a prior background in paraplanning Strong technical skills and current knowledge of the superannuation industry.
  

If you would like to find out more information on the role please contact Rosie Keegan on 02 9216 6728 or Apply with your resume and Cover letter.