This group enjoys an unbeatable reputation as a first class employer of choice and has experienced consistent growth and unprecedented profitability in recent years. Due to growth and expansion within the financial planning team this organisation is seeking a professional financial planner to work within their branch network. Regional and metro opportunities are currently available with an excellent remuneration structure.
About the Role:
- Be able to build strong relationships with our established clients and provide individual strategies to suit their needs.
- Actively leverage and create new opportunities off referral networks
- Offer a holistic service to clients encompassing superannuation, investment planning and risk insurance advice.
- Work in a strong team environment which will suit a highly motivated planner looking to progress their career in financial planning.
Key Skills and Requirements:
- Degree qualified in a finance related discipline, DFP, ADFP, or CFP qualified
- RG 146 compliant and will have 2 - 3 years experience in a similar role and be technically focused.
- Have experience with preparing Statements of Advice and using financial planning software.
- This position requires attention to detail as well as excellent communication and interpersonal skills.
- You should also demonstrate an ability to identify and secure new business opportunities.
- The successful incumbent will be self motivated, driven and passionate about the financial planning industry and the process around giving advice.
- An attractive remuneration package will be negotiated dependant on experience and qualifications.