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Working within one of Australia's leading financial services brands, this industry leader will give you access to high quality financial planning products, access to referrals, training and business planning support.
In this role you will utilise your experience and in-depth of knowledge in wealth management to provide complex strategies to businesses and high net worth clients .By building quality relationships with your referral partners you will be rewarded with an above market base salary, competitive bonus structure and the opportunity to build your own partnership. You will be an individual who thrives on delivering superior advice to your clients and have the ability to achieve agreed business goals and look at every opportunity to cross-sell other services to clients.
To be considered for this role you will have:
- Advanced Diploma in Financial Planning (RG146) minimum
- 2+ years in a financial planning role
- Proven track record of achieving quality sales targets
- Excellent communication and client service skills
- Solid technical knowledge with the ability to identify client needs, financial situation and risk profile
- Ability to foster and extend key referral relationships
- Networking and community focus to develop future opportunities
- Driven and passionate to succeed
To be successful, the candidate must have a successful track record in developing and managing clients, a competitive remuneration and commission structure will be negotiated.
If this is the role for you then please send us your resume along with cover letter following the link below, alternatively please call Tom Goater on 02 9225 3702 for a confidential discussion.
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