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Comprehensive Financial Planner

Job Title: Comprehensive Financial Planner
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Industry:
Salary: Negotiable
Reference: 180049_1517202211
Contact Name: Khurram Bokhari
Contact Email: khurramb@porterallen.com.au
Job Published: January 29, 2018 16:03

Job Description

The Company:

A leading Industry Super Fund focussing on providing a high level of service to its Members. The business is established and looking to setup a new advice team in Sydney CBD. Suitable for a financial planner that has a clear picture of their future and taking the next step to further their career development.

The Role:

The role is challenging as it demands an ambitious, passionate and self-driven individual, yet rewarding. Involves servicing the existing members of the fund and will have the ability to provide comprehensive advice across superannuation, insurance, investments, retirement planning.

The Key Duties:

  • Providing and implementing complex advice strategies to members;
  • Manage Inbound referrals from contact centre and develop ongoing outbound campaigns;
  • Provide customer service with the members being the focal point of that service;
  • Managing and conducting regular meetings with members.

Skills & Experience:

  • 2-3 years' + experience in a Financial Planning role ideally within a major Super fund;
  • Must have completed or working towards a CFP & a Master's degree is desirable;
  • Excellent verbal and written communication skills;
  • A personable nature with the ability to build rapport with a broad range of fund members;
  • Exposure to and knowledge of key advice systems and software;
  • Be driven, passionate and ambitious to assist the fund members.

Culture & Benefits:

  • Above market salary;
  • Team culture with a supportive environment;
  • Sydney CBD and close to train station.