Financial Planner

Reference Number:
$90000 to $110000
Work Type:
  • Sydney Location
  • Fair and ethical Financial Advice Firm
  • Large book of clients to work with
This Sydney based organisation leads the market in every sense of the word. Their impressive history demonstrates a commitment to delivering the best available products & services to their customers and are now embarking on a new and exiting growth phase in the provision of Financial Advice.
As part of this team, you will be managing 'personal' (financial) advice matters and assisting customers who depend on quality advice to make significant decisions about their future. Whilst you will be providing broad-based personal advice across a number of wealth strategies, superannuation (including SMSF's) will be a particular focus in this role.
To be considered for these new roles, you will need to demonstrate the following;
  • Tertiary qualified in a business related discipline
  • Advanced Diploma in Financial Planning (or nearing completion)
  • Previous experience in a financial planning role either phone-based or face-to-face
  • Authorized Representative
  • Exposure to SMSF's, insurance, TTR and managed investments
  • Exceptional verbal & written communication skills
  • Impeccable ethics and familiarity with legislation governing Financial Planning
This is a 'next generation' financial advice model that attracts a very competitive salary package.
To apply online, please click on the appropriate link in strict confidence. Alternatively, for a confidential discussion, please contact Paul Zantuck on 03 8637 7320.
Date Posted:
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Consultant contact details

Consultant name: Paul Zantuck 03 8637 7320

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