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Job details

Location: NSW - Sydney
Discipline:
Reference: Ad-35326
Posted: 13 days ago

Job description

Your new role

A financial services company, offering services from personal financial planning, corporate super and accounting services, is in the market for 2 Financial Planners due to growth. If you are a confident, assured Planner who is hungry to follow leads, then this is the perfect opportunity for you.


What it involves

  • Calling policy holders that we are the adviser on that have not yet engaged for advice. These policies have come from several areas. Corporate superannuation delinks, purchased policies etc.
  • Engage with clients through meetings, offering them holistic financial advice
  • Promote other avenues of the business – Mortgage Broking and Accounting services

 


What we are looking for

 

  • At least 3 years’ experience as a financial planner
  • A pathway mapped out to achieve FASEA standards
  • Confidence in discussing Super, risk, TTR, Retirement, Centrelink, SMSF and Aged care (not essential)
  • A strong disposition for not only achieving targets but exceeding them
  • Demonstrable experience of working in an organised and meticulous environment

 


What you will get in return

 

  • A competitive salary + super, based on relevant experience
  • Bonus incentives for achieving / exceeding revenue targets
  • Full back office support – in house Paraplanning and client services
  • Car allowance
  • Annual educational allowance


What to do now
Please apply by sending your full resume along with a cover letter detailing why you are suitable. Successful applicants will be pre-screened before submission to the client. If this role is not suitable, we may try to help you gain a role elsewhere.