Advanced Financial Planner

  • 4 years ago
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Job Information

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    Posted On Feb 20 ,2015
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    No. of Openings opening
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    Job Level :
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Job Description

This represent a fantastic opportunity for an experienced Financial Planner to join one of Australia’s leading Industry Funds who have a a very sophisticated offering to their members and are looking for planners who can slot into that and make a success of the role.

You will be a driven planner who is able to ensure members are offered highly technical strategic advice to match their financial planning needs and ensure that they understand the value of the advice they are receiving.

There is an excellent salary package on offer with a commission structure in place that far exceeds market rate.

You will need to meet with members via introductions that will have been set up for you by the funds CSO’s and discuss different planning strategies that best match their needs from a holistic point of view, and provide ongoing advice where relevant and necessary.

To be successful in this role you will need a relevant degree and hold the ADFP whilst CFP is preferred. You will have a solid background in providing comprehensive holistic financial advice whilst at all times maintaining strictest standards in terms of compliance and risk.

To discuss the role further then please feel free to give Sam Reid a call on (03) 8640 5410.