Financial Planner

Job No: RS28832
Location: Kew East, VIC

  • Top Performers Reaching Up To $120,000 pa (Salary + Super + Bonus)

  • Established & Growing Financial Services Firm | Immediate Start Avail

  • Ultimate Work Hard, Play Hard Company Culture | Thrive in this Business

  • Opportunity for Equity | Product & Review Research + Paraplanning 


Our Client


Our client specialises in providing expert advice across all areas of small business and personal finance. They are an organisation of professionals including financial planning, accounting, real estate, research and lending, they are one comprehensive and unified business partnership.

The Opportunity


Our client is seeking a Financial Planner to join their company in Kew East, VIC, with the potential to earn up to $120,000 pa (Salary $60,000-$70,000 + Super + Bonus). Enjoy extensive support benefits (product research, paraplanning, research reports to assist in the preparation of reviews).

The primary purpose of this position is to service existing client base and earn new business, as well as meeting agreed sales targets by providing accurate and timely advice to the client base.

Reporting directly to the General Manager some of your responsibilities include:


  • Conducting first appointment and plan presentation activities, including gathering comprehensive and accurate client data by completing a fact find and financial analysis in accordance with company guidelines and compliance requirements
  • Proactively coordinating the completion and delivery of a financial plan that meet the client’s needs and objectives
  • Maintaining up-to-date technical knowledge
  • Educating clients on matters relevant to their financial affairs
  • Operating in line with compliance standards
To be successful in this role you will have a minimum of 12 months experience in a financial planning role, ideally having a Diploma in Financial Services.

Apply today and don't miss out starting this outstanding opportunity to earn and live better as soon as possible.

 

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