Financial Planner | High Performing Business | Inner S/E Suburbs

An impressive opportunity has arisen within this well regarded and progressive boutique for an experienced financial planner to join its high performing team.

Located in the Inner East in great offices, and housing a fantastic team, we are looking for the right candidate to bring their flare for new business and client centric, relationship focussed approach to align with the core values and trajectory of this business.

Stepping into a role in which you will take on some existing clients, you will also be able to leverage from excellent referral sources and leads to grow this book, and complement this further by new business generated through your own network and centres of influence. 

This role will be suited to a financial advisor who enjoys providing tailored high end advice to clients but also enjoys the incentive and satisfaction around sales and bringing in new business.

You will supported by a highly proficient and professional in-house support team within a business that offers a cohesive and collaborative environment and exceptional culture, including flexible work arrangements.  An outstanding career role and opportunity for future equity for an experienced advisor.

Offering a high end service to clients and specialising in the provision of high quality, client centric advice, this firm is going from strength to strength and needs a dedicated, driven, and confident advisor to fill the spot.

To be successful, the right candidate will need to demonstrate:

  • Bachelors Degree
  • Meet the appropriate FASEA requirements 
  • Experience in providing financial advice at a senior level across insurance, superannuation, SMSFs and aged care.
  • Experience in advising to HNW clients
  • Exceptional relationship building skills and interpersonal skills
  • Sales/New Business drive a must
  • Proven track record in achieving set targets/goals
  • Ability to work independently as well as within a team oriented culture
  • Some mortgage broking experience/knowledge would be favoured to complement the new mortgage division.

06/04/2021 $0 CBD & Inner Suburbs 1 Banking & Financial Services
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