Financial Planner - Boutique Sydney CBD Firm

Job No: RS27912
Location: Sydney, CBD

  • EXCELLENT PACKAGE (Salary +Super +UNCAPPED bonus)

  • Successful, Privately Owned Boutique Financial Services Firm

  • Clients Range From Wealth Accumulators, Retirees To HNW Individuals

  • Uncapped Earning Potential And Excellent Career Development

  • Ongoing Training & Support, Modern Central CBD Office


Our Client


Our client is a leading, privately-owned financial advisory firm providing excellent services to their clients nationally from their offices in Sydney.  They are known for having a team of highly qualified advisers, providing advice across Wealth Creation & Investment Strategies, Self-Managed Super, Retirement Planning, Debt & Risk Management, Estate Planning, Insurance, Mortgages and Lending as well as Taxation strategies.

The Opportunity


Our client is seeking a Financial Planner to join their company in Sydney, CBD, with the potential to earn an EXCELLENT PACKAGE  (Negotiable Salary +Super+ UNCAPPED bonus).

The primary purpose of this position is to service existing clients and help build new referral sources.

Reporting directly to the Investment Team Leader some of your responsibilities include:


  • Maintain effective working relationships with clients and provide clear strategic advice
  • Achieve client targets using the agreed business model
  • Working with support staff and the guidelines developed by the firm
  • Provide advice within ASIC guidelines
  • Build and developing new referral sources
  • Managing relationship with accounting firm and handling new referrals from accountants.

To be successful in this role you must have tertiary qualifications within the field of finance and a minimum 3 years financial planning experience.  You must have a high level of proficiency and experience managing direct equity portfolios, and strong financial technical knowledge and experience.  You will need to be ADFS qualified and be RG146 Compliant.  

Apply today and don't miss out starting this career defining opportunity as soon as possible.

 

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