Financial Planner
Financial Adviser (New Sales)
Summary about this job
Financial Planning
Company: Bellwether Financial Group Pty Ltd
Location: Perth
Work type: Full Time
Salary: n\a
Phone: +61-2-4090-1951
Fax: +61-3-9461-3309
E-mail: n\a
Site: n\a
Detail information about job Financial Planner. Terms and conditions vacancy
Boutique Financial Planning Business
An exciting opportunity exists to join our dynamic and prestigious financial planning company.
Company Overview
Bellwether Financial Group is a well-established financial planning business with its own AFSL located in the heart of Perth CBD. We take pride in developing tailored strategies designed to give our clients the outcomes they desire. Due to continued growth, we are looking for an experienced New Sales Financial Adviser to join our highly experienced team.
Role Overview
This role will see you working with our existing client base, reviewing clients current situations and developing personalised plans so they can achieve their financial goals. You will be required to ensure in house advisory standards, processes and controls are adhered to as well as meeting specific KPI’s.
To Embrace This Opportunity, you will have
- An unblemished compliance history
- A strong technical knowledge, negotiation skills and ability to build rapport
- No fear of “picking up the phone”
- Proven experience as an adviser with relevant advice qualifications
- The ability to work autonomously within a team environment
What You’ll Get in Return
A base salary plus uncapped revenue potential based on a bonus structure with the opportunity to work with a large established client base. You will also have access to leading software and receive full administration and paraplanning support.
If this sounds like you, apply now.