Senior Financial Planner

Job Title: Senior Financial Planner
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Negotiable
Reference: 180049_1519799766
Contact Name: Anson Lam
Contact Email:
Job Published: February 28, 2018 17:36

Job Description

A leading Industry Super Fund is seeking an experienced Senior Financial Planner. The business is looking to set up a new advice team in Sydney CBD.

This is an ideal opportunity for a financial planner that is ambitious, self driven and passionate.

The Role:

  • Providing customised advice and strategies to members
  • Grow your book of clients
  • Providing premium service to members to maintain ongoing relationships
  • Conduct regular meetings with members

You Will Need:

  • Minimum 3 years in financial planning
  • Must be CFP qualified or near completion
  • Ideally worked within a major super fund
  • Excellent interpersonal and communication skills
  • Exposure to advice software

The Benefits:

  • Excellent remuneration and benefits
  • Tight and supportive team culture
  • Located in heart of Sydney CBD

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