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Senior Financial Planner

Job Title: Senior Financial Planner
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Industry:
Salary: Negotiable
Reference: 180049_1518500648
Contact Name: Khurram Bokhari
Contact Email: khurramb@porterallen.com.au
Job Published: February 13, 2018 16:44

Job Description

The Opportunity:

An opportunity has arisen 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 super fund is an industry leader with a growing advice team, located in the heart of Sydney CBD.

The Role:

The role demands an ambitious, passionate and self-driven individual. Suitable for a career focused individual taking steps to further their career development.

  • Responsible for servicing the existing members of the fund and providing comprehensive advice across superannuation, insurance, investments, retirement planning;
  • Experience in complex advice strategies to members across various products required;
  • Manage Inbound referrals from contact centre and ongoing outbound campaigns;
  • Customer service being the prime focus and acting in the best interest of the members;
  • Regular face to face meetings with members.

About You:

  • 2-3 years' + experience in a Financial Planning role ideally within a major Super fund;
  • Either completed or at the end of completing CFP - 5 & a relevant Master's degree is desirable;
  • Excellent verbal and written communication skills;
  • Ability to build rapport with fund members;
  • Exposure to key advice systems and software; COIN, XPLAN and IRESS etc
  • Passionate and hungry to assist the fund members.

What's in it for you:

  • Excellent career prospects and supportive manager;
  • Work life balance;
  • Sydney CBD close to public transport.