Connecting...

W1siziisimnvbxbpbgvkx3rozw1lx2fzc2v0cy9lbnn1cmutcmvjcnvpdg1lbnqvcg5nl2jhbm5lci1kzwzhdwx0lwpvynnlyxjjac5wbmcixv0

Financial Planner

Job Title: Financial Planner
Contract Type: Permanent
Location: Other Locations
Industry:
Reference: 2696325
Contact Name: Oshan
Contact Email: o.desilva@ensurerecruitment.com.au
Job Published: July 12, 2018 17:47

Job Description

Want a make a difference to the lifestyle of your client. Join this company where the client’s needs and goals are central to everything they do.

This company is a key player within the Financial Planning industry who has a strong reputation for delivering high quality, consistent advice through its planner network.

This role will see you:
  • Managing a book of new and existing clients
  • Have a strong support team who will identify new client opportunities and conduct administration tasks related to implemented client strategies
  • Work towards agree sales and revenue targets
  • Identify new business opportunities whilst talking to clients whilst ensuring all compliance obligations are met
  • Using your highly developed relationship building and client service skills
Experience ideal for this role:
  • Prior experience in a financial planner position – minimum of 2 years preferred
  • Strong knowledge of legislation and compliance regulations for the Financial Planning industry
  • Strong relationship management, negotiation and client service skills
  • Relevant industry qualifications – CFP or currently working towards CFP preferred
  • Degree qualified in a related discipline such as Commerce, Applied Finance etc
If this role is for you then apply now!

Get similar jobs like these by email

By submitting your details you agree to our T&C's