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THE COMPANY
You will be working for a well established industry fund providing affordable financial planning advice to its members. You will be supported with a range of resources including a paraplanning team to prepare your Statement of Advice (SOA).
THE RESPONSIBILITIES
As a Financial Planner you will be responsible for:
- Conducting regular presentations to members at seminars to generate appointments
- Assisting members by providing tailored, personalised advice
- Using your strong knowledge in retirement planning to benefit members
- Providing accurate Fact Find and Strategies to allow paraplanning to prepare detailed, accurate and compliant Statements of Advice (SOA)
- Presenting personalised strategies via Statement of Advice (SOA) to members
- Communicating with colleagues to allow them to quickly and accurately implement strategies for members
- Using your technical skills to assist securing your clients future retirement goals
THE IDEAL CANDIDATE
As the ideal candidate you will be able to demonstrate:
- A well developed career as a Financial Planner
- Strong technical knowledge in Retirement Planning, Estate Planning, TTR, Defined Benefits, Superannuation, SMSF and Risk
- Confidence in delivering presentations in Retirement Planning to an audience
- Strong interpersonal/communication and rapport building skills
- Professional acumen and presentation
- Proven performance in consistently achieving and exceeding targets
- Working knowledge of industry funds
- Strong time management and organisational skills
If you are looking for an opportunity to strengthen and further develop your existing financial planning career, then this is the role for you!
HOW TO APPLY
For more information or a confidential discussion, please contact Stewart Thomas.
This is an exciting opportunity, so don't delay, APPLY NOW!
Resume MUST be in Word format.
Please note, only short listed candidates will be contacted.
Only Australian Citizens or Permanent Residents need apply.
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