THE COMPANY:
Our client is a leading provider of products and services to HNW clients and advisers. They aim to provide clients with holistic advice which cover personal and professional goals.
THE OPPORTUNITY:
As this business continues to grow organically, we now have an opportunity for an experienced financial planner to step in and manage an established HNW client base. This role will see you work across investments, superannuation, retirement planning and insurance. Other key responsibilities in this role include:
- Ongoing review, monitoring and generation of new advice opportunities
- Provide clients with accurate information and guidance and identify short and long-term wealth strategies to help them develop and manage wealth.
- Increase revenue through acquisition of new clients or up-selling to an existing clients
- Build effective working relationships within the immediate team and referral partners
YOUR DETAILS:
- 3 or more years in a financial planning role from a bank or boutique environment
- Relevant industry qualifications incl. DFS/ADFS completion and steps towards CFP
- Proven track record of high performance and results
- Experience in wealth creation, risk and SMSF strategies
- Enthusiastic, Positive and ability to build new relationships
CONTACT DETAILS:
To apply, please send your CV quoting reference #15446 by clicking on the appropriate link, or for more information or a confidential discussion, please call Prashant Iyer at Marks Sattin on +61 03 8677 6700.