Financial Planner

Location: Perth, Western Australia
Job Type: Permanent
Salary: Up to AU$125000.00 per annum
Contact: Adrian O'Donnell
Specialisation: Wealth Management
Reference: 204130_1594360585

About the role

Responsibilities include but are not limited to:

  • Meeting clients, analysing their personal financial and lifestyle requirements, and developing high quality advice strategies
  • Engage and maintain client connections with internal and external referral partners
  • Contribute towards prcoess improvement within a business focused on servicing client needs with professionalism and in an ethical manner
  • Work with support team to ensure accurate implementation of advice strategies and to provide ongoing advice
  • Provide advice to a range of clients including super, insurance, pre and post retirement, new business and ongoing servicing of clients

Successful candidate will have the following:

  • Proven experience as a Financial Planner (minimum 2 years)
  • FASEA approved qualifications
  • Strong compliance record
  • Ability to work autonomously as well as with stakeholders to ensure quality advice is provided and implemented for new and existing clients
  • Self driven with a can-do attitude and ability to work at a fast pace
  • Experience delivering advice in the fllowing areas; SMSF, retail insurance, pre and post retirement

To be considered for this highly rewarding role please email your resume via the link or to have a confidential discussion about this and other opportunities across financial services, please contact Adrian O'Donnell via email adrian.o'donnell@porterallen.com.au.