Connecting...

Senior Financial Planner

Job Title: Senior Financial Planner
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Industry:
Salary: Negotiable
Reference: 180049_1513627209
Contact Name: Khurram Bokhari
Contact Email: khurramb@porterallen.com.au
Job Published: December 19, 2017 07:00

Job Description

The Opportunity:

A great opportunity for an experienced Financial Planner to be part of our leading Industry Super Fund focussing on providing a high level of service to its Members. The business is an industry leader with a growing advice team, located in the heart of Sydney CBD.

The Role:

The role is dynamic and challenging as it demands an ambitious, passionate and self-driven individual. You will be responsible for servicing the existing members of the fund and will have the ability to provide comprehensive advice across superannuation, insurance, investments, retirement planning. Ideally suitable for someone that has a clear picture of where they want to be in future and are taking steps to support their career development.

  • The ability to provide complex advice strategies to members across various products;
  • Manage Inbound referrals from contact centre and ongoing outbound campaigns;
  • Acting in the best interest of the members with customer service as a priority;
  • Conducting regular face to face meetings with members.

About You:

  • 2 years' + experience in a Financial Planning role ideally within a major Super fund;
  • Must have completed or at the end of completing CFP - 5 & a relevant 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;
  • Relevant technical knowledge and exposure to key advice systems and software;
  • Be driven, passionate and ambitious to assist the fund members.

What's in it for you:

  • Career development and supportive management;
  • The organisation thrives on a team culture;
  • CBD location close to a train station.