Financial Planner
Location: - ACT & Queanbeyan
Rate: N/A (Full-Time) +
- New Position
- Existing FUM and Client Base
- Secure Career Move!!
Financial Planners with our client are there to provide professional advice to clients who are current and former members of the Public Service, their family and friends.
This role, which provides a continuous stream of referrals, requires a polished professional and experienced planner to work within a team of other advisors and support staff. You will work on a client base with good demographics and will focus on a cross section of risk, wealth creation, investments and retirement planning.
This role offers an excellent opportunity to work for an organisation in a key role offering tremendous opportunity for future development.
Essential Criteria:
- Preferably 2+ years prior experience.
- At least PS146 compliant / DFS and preferably ADFS or higher.
- Proven performance in full planning duties
- Highly professional with superior communication skills, proven organisational ability, quality advice, superior client service and must want to make a difference.
If you are a high achiever with a strong technical knowledge of current financial planning strategies this opportunity could be for you.
A great salary is on offer along with a highly attractive commission structure.
For your highly confidential discussion, contact Alex Polson on (02) 6112 761 1
