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Senior Financial Planner - Sydney - North, South, East & West
Leading well respected financial institution
Long term career prospects
My client is a highly reputable and leading global financial services institution and currently an exciting opportunity exists for experienced and qualified Senior Financial Planners to join the team to provide face-to-face holistic advice to clients. Several opportunities exist within in Sydney areas - North, South, East, West & CBD.
Your role will be responsible for the provision of holisitic advice to a broad range of clients including retirement & investment planning, SMSF's, wealth creation, income streams, gearing, taxation, estate planning, superannuation, roll-overs, personal insurance and much more. You will develop and sustain long term relationships and esnure your advice is fully compliant with all legislative and AFSL requirements. Leveraging the organisations strong customer relationships, consistent product performance and their enabling support structure, you will enjoy significant earning potential in this role. Your Practice Manager is highly approachable, the team is solid and high performing & there is a great culture.
To be considered for this role you must have the following:
- Proven experience providing face-to-face financial planning advice to clients. Ideally a minimum of 3 plus years.
- Must have completed Advanced Diploma of Financial Services qualification (ADFS).
- Focussed on due diligence and compliance
- Excellent technical knowledge
- Strong communication skills
- Team player
- Motivated and passionate about financial planning
The ideal candidate will have a passion for financial planning, will have superior skills across sales and relationship management as well as administration and compliance.
You will ideally come from a banking background, will be a down to earth individual who will fit in well with the team and relate well to customers.
To find out more about the rewarding and exciting long term career opportunity, please contact ????? ????? from Bluefin Resources on (??) ???? ???? or alternatively click the "Apply" button to forward a copy of your resume. All applications will be treated in strictest confidence.