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
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.