Financial Planner

Job Title: Financial Planner
Contract Type: Permanent
Location: Melbourne CBD, Victoria
Salary: Negotiable
Reference: 205453_1598510312
Contact Name: Adrian O'Donnell
Contact Email: adrian.o'
Job Published: August 27, 2020 16:55

Job Description

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 HNW established professionals in super, insurance, pre and post retirement, new business and ongoing servicing of clients
  • Network and build strong referral partnerships with 3rd parties
  • Business supports both employed and self-employed models

Successful candidate will have the following:

  • Proven experience as a Financial Planner (minimum 5 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 following areas; SMSF, retail insurance, pre and post retirement
  • For self employed model - have a large existing book of clients with ability to transfer across licensees - business will assist with movement

To have a confidential conversation about this role or enquire more please contact Adrian O'Donnell on 0402 030 906 or email adrian.o'

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