Financial Planner - Wollongong

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Excellent new role for an experienced Financial Planner keen to utilise your technical knowledge within a client & team orientated environment.

Summary about this job

Financial Planning

Company: International Search Partners

Location: Wollongong, Illawarra & South Coast

Work type: Full Time

Salary: n\a

Phone: +61-7-8941-4715

Fax: +61-3-6089-7605

E-mail: n\a

Site:

Detail information about job Financial Planner - Wollongong. Terms and conditions vacancy

Great newly listed and unique opportunity for a professional and self motivated Financial Planner to join our leading Industry Super Fund who are renown for their high quality of service and providing excellent value to Members.  Due to continued growth we are seeking to appoint a Senior Financial Planner to our team in Coffs Harbour. 

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 our Administrative team, you will have the opportunity to focus solely on providing a high level of service and developing ongoing relationships with our Members. This is an excellent opportunity to work in a fun and cohesive team environment where clients relationships are valued.   

To be successful in securing this unique opportunity, we are seeking a self driven individual with a minimum of three years of Financial Planning experience, you will have excellent communication and relationship skills with a genuine interest in helping your clients to achieve their financial goals. You will be RG 146 Compliant with a relevant Tertiary qualification and ideally CFP however not essential.

For a further information and confidential discussion please contact Shelly Pokorny on 02 9247 1414/0413 957 089 or email you application to [email protected] quoting reference number 001274183.

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