Financial Planner - Sydney

Job Title: Financial Planner - Sydney
Contract Type: Permanent
Location: Sydney
Reference: 2763980
Contact Name: Oshan de Silva
Contact Email:
Job Published: July 12, 2018 17:47

Job Description

Do you have 2 plus years in a Financial Planner position and are looking for the next step?

Well bring your valued experience to this new role.

You will be:
  • Providing quality financial planning advice to new and existing clients
  • Be able to advise across a broad range of advice strategies
  • Have access to adviser support services such as administration, client service referrals and paraplanning 
To be successful in this role you will:
  • Have prior experience in a client facing or phone/video based advice role (minimum 2 years)
  • Experience in a broad range of advice strategies (SMSF an advantage)
  • Degree qualified and a minimum of the the ADFP
  • Have the ability to build rapport quickly with clients
 If this role is for you then apply now!