Financial Planner Consolidated Mercantile Group Ltd
Newcastle and the Gold Coast
An opportunity has been identified for 2 Financial Planners to join our Financial Solutions team 1 located in Newcastle and 1 at our Gold Coast Office
The successful candidate will work with the Financial Solutions Team to develop sound financial planning strategies and recommendations for clients. You will support the work of Consolidated Mercantile Group team and be responsible for broad range of tasks.
In this role you will:
Nurture and build relationships with clients and referral partners
Provide a holistic service offering while maintaining professional and ethical approach
Undertake detailed research and analysis of insurance, superannuation and investments
Review client files to ensure compliance requirements are met
Support the implementation of best practice systems and processes
Build your own client base
You will have:
5-10 years experience in the Banking and/or Financial Planning industry
Tertiary Qualifications in a related field (accounting, commerce or finance)
Close to meeting the education standards required to be FASEA compliant
Excellent communication and presentation skills
Experience with Financial Planning Advice Software
Focused on the wellbeing and outcome of the client
Australian citizen or permanent residency
Clear Police Record
Joining theCMG team gives you the opportunity to make an impact and fast track your career progression. Youll be given the resources and opportunities to drive your own career and reach your full potential. We recognise achievements and provide incentives and rewards based on merit and were not afraid to try something new.
You will enjoy a competitive salary, commission structure, flexible working conditions, supportive environment and a healthy work-life balance.