Financial Planner | Southside | $100k
One of the best opportunitie that Brisbane offers. You will be privileged to have the opportunity to work within this wonderful structure and culture.
Summary about this job
Financial Planning
Company: Jenner Recruitment Pty Ltd
Location: Brisbane
Work type: Full Time
Salary: n\a
Phone: +61-2-9241-7373
Fax: +61-3-9793-6627
E-mail: n\a
Site: n\a
Detail information about job Financial Planner | Southside | $100k. Terms and conditions vacancy
- A package of up to $120k for the right candidate
- Work with an amazing culture that you will struggle to find elsewhere!
- Work with a quality team to financial planners you will be proud to work with
Exclusive to Jenner Recruitment our client is looking for an Financial Advisor to join this expanding team of professionals.
Our Client
Our high profile client is looking for an Financial Planner to assist their Financial Planning team and their clients.
With over 10+ years operating within the financial planning industry, they pride themselves on their personalised wealth management strategies that are specifically designed and created to assist their clients to achieve their financial lifestyle goals.
Driven to only work with the best, this company ensures that each and every client receives a true personalised strategy specifically designed with their goals and objectives in mind.
The Role
An exciting and extremely rare opportunity exists for an Financial Planner within this highly sought after business, slowly taking the responsibility for servicing an growing a book of business. You will gain access to one-on-one professional mentoring as you further develop your career in every aspect, from technical analysis to client engagement.
Responsibilities will include but are not limited to:
- The preparation of high quality and compliant SOA's
- Providing strategic advice to Superannuation, Retirement and Risk
- Undertaking strategic research
- The preparation of client review documents
- Reviewing existing clients
- File notes; and
- Attending client meetings/appointments when required
You will be rewarded with an excellent package, plus study assistance, and an office culture that you will struggle to find elsewhere.
About You
Ideally you will be currently working within as a Financial Planner and be happy to provide holistic advice to clients from different demographics. 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:
- ADFS or equivalent relevant degree
- RG146 qualification is a must
- At least 2-4 years previous experience in a paraplanning role within the Financial Planning industry or have just started in a Junior Financial Planning role
- 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 38 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.