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Financial Planner - Industry Fund

Job Title: Financial Planner - Industry Fund
Contract Type: Permanent
Location: Parramatta, New South Wales
Industry:
Salary: Negotiable
Reference: 197237_1565745027
Contact Name: Fiona Lu
Contact Email: stephen.rodger@peoplebank.com.au
Job Published: August 14, 2019 11:10

Job Description

An excellent opportunity has arisen for a Financial Planner looking to provide holistic advice and join a leading financial planning industry fund.

This role is a rare opportunity for a top performing Financial planner who has the core focus of providing holistic advice that caters to each client's situation.

The Role:

  • Provide genuine quality advice and recommendations for clients based on their circumstances
  • Maintain and grow a current existing portfolio and build genuine relationships
  • Prepare financial plans for clients ensuring it suits their specific needs and lifestyle
  • Provide holistic financial advice, with the focus on pre and post retiree advice
  • Comply with regulation keep up to date with regulatory changes

You Will Need:

  • 3+ years financial planning experience
  • Registration on the Financial Adviser Register (required)
  • ADFP and CFP Qualified
  • Excellent communication skills with clients and colleagues
  • Strong understanding on pre and post retiree advice

The Benefits:

  • Great team culture
  • Great career development opportunities
  • Flexible work
  • Provide genuine holistic advice

Please apply by the link below or email Fiona Lu directly on email fiona.lu@porterallen.com.au or call on 02 8247 5703 for a confidential discussion