Senior Financial Planner - Wollongong - $Excellent Salary plus substantial bonus

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Great opportunity to join a successful business within an experienced Financial Planning team.

Summary about this job

Financial Planning

Company: Jenner Recruitment Pty Ltd

Location: Wollongong, Illawarra & South Coast

Work type: Full Time

Salary: n\a

Phone: +61-8-5762-3087

Fax: +61-8-7960-5104

E-mail: n\a

Site:

Detail information about job Senior Financial Planner - Wollongong - $Excellent Salary plus substantial bonus. Terms and conditions vacancy

  • An Excellent package plus bonus for the right candidate
  • Work within a buisiness that will train and ensure your success in the role
  • Never have to source new leads again....the business provides them!

Exclusive to Jenner Recruitment our client is looking for an Associate Adviser/Financial Planner/Senior Financial Planner to join this excellent team of specialists.

Our Client

Our client is a successful business operating nationally for over ten years.  They have got a large book of clients specialising in Superannuation and Retirement.

This successful practice prides itself on delivering personalised and specialist services working with business and mum and dad clients in mostly the pre and post retiree strategies.

Their focus on the provision of quality advice and service to their clients is what sets them apart from their competitors and is how they provide financial advantage to their clients.

This is a highly sought after role with these opportunities not being available very often.

The Role

The role will involve you constructing high quality SOA's along with servicing and writing new business from a large book of clients.  You will be expected to have a very solid understanding of strategy and the ability to engage beautifully with clients.

The successful candidate will have the opportunity work with a large book of business of specialising in Superannuation and Retirement.

Your responsibilities include (but are not limited to):

  • The preparation of high quality and compliant SOA's
  • Providing holistic strategic advice to Superannuation, Retirement and Risk clients
  • Undertaking strategic research
  • Reviewing existing clients
  • File notes;

About You

Ideally you will be currently working within a superannuation environment within the Financial Planning industry in either a Intermediate or Senior Financial Planning role.   You will have demonstrated high values, integrity and high ethical behaviours.

You will need to possess strong and articulate communication and will need to work extremely well autonomously and as part of a team. 

To succeed with this role you will be a strong team player with the proven ability to communicate complex financial situations simply and convincingly, with the following skills:

  • CFP will hold you good steed but not essential
  • ADFS, Masters or equivalent relevant degree are a must
  • ADFS qualification is a must
  • At least 12months-2 years previous experience in a Paraplanning/ Associate Advising or Financial Planning role within the Financial Planning industry 
  • Financial Planning software experience in XPlan will hold you in good steed
  • Exceptional communication skills both written and verbal
  • Exceptional time management skills
  • Willing to be a fantastic team player, with an excellent attitude toward the role.

If you are looking for a role where you will be truly recognised for your efforts please call Christine Jenner on 0447 444 505 or email [email protected] for a confidential discussion.

Who is Jenner Recruitment?

We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning, Wealth Management and Accounting sectors.

With over 40 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.

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