Senior Financial Planner

vor 1 Monat

Central Coast, Österreich Tideri Jobbörse Vollzeit

A rare opportunity has arisen with a well-respected financial planning firm with over 35 years in business.

Our client prides themselves on delivering personalised and specialist services working with HNW, UHNW and business clients.

The Role This role seeks an experienced Financial Planner whose primary focus is to provide specialist financial advice and who has the prospecting ability to enhance existing and new client relationships and build internal networks.

Working with a team of financial specialists to increase business prospects, this is a great opportunity for a driven, relationship-focused and self-motivated professional.

Duties will include:
Provision of comprehensive Financial Planning advice to clients.
Build and strengthen relationships with internal referral partners to improve and increase business.
Manage reviews and regular contact with clients.
About You You will be an experienced Financial Advisor with a background in strategy development of a HNW and UHNW client base.

You will be working in a supportive and professional environment and will need to possess the following skills:
Relevant tertiary qualification that meets the current requirements for Authorised Representative designation.
Minimum of 8 years working as a Financial Planner.
Strong influencing and negotiation skills.
Ability to drive and develop internal and external relationships.
Excellent communication and presentation skills.
Your application will include the following questions:
Do you have experience in a role which requires relationship management experience?
Which of the following statements best describes your right to work in Australia?
How many years' experience do you have as a financial planner?
Have you worked in a role which requires a sound understanding of service-oriented architecture (SOA)?
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