Financial Planner

Job No: RS28016
Location: Rosehill, NSW

  • EARN an Outstanding $100,000+pa Package! 

  • Join an Established & Successful Financial Services Firm!

  • Ongoing Training & Support + Excellent Work-Life Balance!

 

 
Our Client


Our client is an award-winning financial planning practice and is one of the fastest growing firms in Australia with offices in Sydney, Brisbane, Melbourne, and Adelaide. As experts in their field, they thrive on finding ways to improve the financial situation of their clients and facilitate the realisation of their financial dreams and goals.

 

The Opportunity


Our client is seeking a tremendous new Financial Planner to join their company based in Rosehill, NSW, with the potential to earn $100,000pa, which is negotiable based on experience! 

The primary purpose of this position is to serve as an advisor to existing clients whilst searching to identify new client opportunities. 

Within this rewarding and challenging role you will be tasked with:


  • Achieving sales and revenue targets through the provision of advice and ongoing service to new and existing clients
  • Meeting with clients and forming strategies and presenting SOA's
  • Providing financial advice and solutions to clients
  • Maintain relationship with key clients, including telephone and face-to-face meetings

 

This position offers tremendous earning potential, training and administrative support, avenues for career progression and the freedom to get out of the office and enjoy a terrific work-life balance!  

 

About You 

To be considered for this role, you be RG146 compliant and possess 6+ months financial planning experience. Excellent communication skills are essential and industry specific tertiary qualifications will also be highly regarded. Professionals with previous sales or new business development experience will be well position to excel in this role. 

If you are a driven individual seeking to enhance your career in finance, apply today and don't miss out starting this exciting opportunity to progress your career as soon as possible!

 

IMPORTANT: Application Form Instructions (Please Read)

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Your application will be reviewed and we will contact you soon to provide feedback regarding your progress.

Good Luck from the Recruit Shop Team!

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