Financial Planner

The client that I have partnered with is a pioneer and market leader in what they do. They have an international coverage and work across 5 continents. Their Australian outfit is growing and in need of a passionate Financial Planner who really understands how to service clients in the best possible way.

 
About the business:
  • Co-Owned by a well know Financial Planning entrepreneur
  • One of the first in Australia to advise Business owners on how to grow their assets and turn into personal Wealth
  • Young and vibrant team that have a forward-thinking approach to growing Wealth
  • They offer their clients a hybrid model of, Personal and Business Advice & Mortgage Broking
  • There is a team of 5 within Sydney and currently 2 AR’s with plans for further growth
  • Bespoke Advice documentation and processes that have resulted in the highest compliance standards across the licensee

About the role:

  • You will be conducting most of the Advice via virtual connections and Zoom
  • Offering full holistic Advice to other entrepreneurial clients that want to grow their wealth
  • Working with a smaller client base to ensure you provide a high touch service
  • Advice provided to SME Business owners
  • Organic lead generation from referrals of existing business

About you:

  • Innovative in your approach and contemporary
  • Completed all FASEA qualifications
  • Personable and friendly with the ability to control and lead client meetings
  • Enjoy working in a collaborative environment
  • Ability to convert leads provided and generate referrals

What is on offer:

  • Competitive base and market leading bonus structure
  • All client service and operational support
  • Marketing services to help promote your brand
  • Client success manager to co-ordinate clients and follow up work and events
If this sounds like an opportunity that you are interested in please apply via the link or contact Phil Smith on 0416576473 for more details
07/01/2021
Sydney (Sydney)
Permanent
Banking & Finance
BH-358854
Phil Smith
The client that I have partnered with is a pioneer and market leader in what they do. They have an international coverage and work across 5 continents. Their Australian outfit is growing and in need of a passionate Financial Planner who really understands how to service clients in the best possible way.

 
About the business:
  • Co-Owned by a well know Financial Planning entrepreneur
  • One of the first in Australia to advise Business owners on how to grow their assets and turn into personal Wealth
  • Young and vibrant team that have a forward-thinking approach to growing Wealth
  • They offer their clients a hybrid model of, Personal and Business Advice & Mortgage Broking
  • There is a team of 5 within Sydney and currently 2 AR’s with plans for further growth
  • Bespoke Advice documentation and processes that have resulted in the highest compliance standards across the licensee

About the role:

  • You will be conducting most of the Advice via virtual connections and Zoom
  • Offering full holistic Advice to other entrepreneurial clients that want to grow their wealth
  • Working with a smaller client base to ensure you provide a high touch service
  • Advice provided to SME Business owners
  • Organic lead generation from referrals of existing business

About you:

  • Innovative in your approach and contemporary
  • Completed all FASEA qualifications
  • Personable and friendly with the ability to control and lead client meetings
  • Enjoy working in a collaborative environment
  • Ability to convert leads provided and generate referrals

What is on offer:

  • Competitive base and market leading bonus structure
  • All client service and operational support
  • Marketing services to help promote your brand
  • Client success manager to co-ordinate clients and follow up work and events
If this sounds like an opportunity that you are interested in please apply via the link or contact Phil Smith on 0416576473 for more details
07/01/2021
Sydney (Sydney)
Permanent
Banking & Finance
BH-358854
Phil Smith