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Financial Planner - Tamworth

Job Title: Financial Planner - Tamworth
Contract Type: Permanent
Location: Tamworth, New South Wales
Industry:
Salary: Negotiable
Reference: 185915_1530496758
Contact Name: Anson Lam
Contact Email: ansonl@porterallen.com.au
Job Published: July 02, 2018 11:59

Job Description

A leading Australian bank is seeking an experienced Financial Planner looking to provide genuine holistic advice and join a supportive team.

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:

  • Manage portfolio of clients, develop relationships ensuring a customer focused approach
  • Provide genuine quality advice and recommendations for clients based on their circumstances.
  • Identify Financial services needs with new and existing clients
  • Prepare financial plans for clients ensuring it suits their specific needs and lifestyle
  • Provide comprehensive holistic financial advice
  • Comply with regulation keep up to date with regulatory changes

You Will Need:

  • 3+ years financial planning experience
  • Degree and DFP/ADFP qualified is a must
  • Ideally CFP or Master's in financial planning or working towards it
  • Excellent communication skills with clients and colleagues
  • Strong client centricity and familiarity with current legislation in Financial Planning.

The Benefits:

  • Great team culture
  • Flexible work options
  • Ongoing support to promote career development

For a confidential discussion please call Anson Lam on 02 8247 5712, email ansonl@porterallen.com.au or click on the apply button below.