Senior Financial Planner

Senior Financial Planner
Empresa:

Robert Walters



Área:

Otros

Senior Financial Planner

Detalles de la oferta

About the Company

Our client are a leading financial services organisation who pride themselves their ability to provide valuable advice and empower customers to make smart financial decisions. Due to some exciting internal changes, this organisation our now looking for a client focused Financial Planner to grow their Melbourne CBD based portfolio.

About the Role

As the successful Senior Financial Planner, you will be responsible for building business by developing productive relationships with customers and offering advice, products and services to meet their needs. This can be achieved by providing advice on investment and risk products to customers that are either through your own networks or from the organisations referral network. In this role you will enjoy working in a collaborative team environment, you will have access to mentoring and professional development. You will also be supported by qualified support staff and paraplanners.

About You

To grow and be successful in this role, you will ideally bring the following:
Completion of Diploma in Financial Planning
RG 146 compliant for providing personal advice
Relevant Degree or Graduate Diploma
Professional Designation - CFP (min. CFP1 completed), FChFP (min. 1 & 2 completed), CA/CPA/CFA (fully completed)
Eligible to hold a Practising Certificate under the Australian Financial Services Licence
Minimum 8 years previous experience in producing financial plans and dispensing advice for a variety of client needs according to the highest ethical standards
High-level communication skills, both written and verbal
Excellent personal organisation and time management skills, with the ability to prioritise tasks and meet deadlines.

This is an excellent opportunity for a Financial Planner who enjoys building new business within a diverse portfolio. This is a permanent opportunity based in the CBD although due to the current cirumstances the successful candidate will commence this role working from home and transition into the office when appropriate.


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