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 ansonl@porterallen.com.au or click on the apply button below.
