Financial Planner – Mornington Peninsula

  • Location:
  • Salary:
    negotiable
  • Posted:
    4 years ago
  • Category:
  • Deadline:
    Open

If you want to explore how you can be your own boss with a fantastic foundation to get you started – read on..

Do you want to be recognised for your expertise and efforts?
Do you feel limited in what you can achieve for your clients and yourself?

If you answered ‘Yes’ to any of these questions, you need to consider this opportunity within one of our AMP Financial Planning practices.

Sometimes it’s difficult for experienced Financial Planners to start their own business and to find the time to do everything themselves.

How much more time could you spend with your clients if you had the comfort of an experienced support team including Paraplanning, administration, a terrific office with meeting rooms and reception support services at your disposal?

This Practice, located in the beautiful Mornington Peninsula, is looking for a professional Financial Planner to join their practice and work toward their “succession planning” business strategy.

But more than that, you’ll be working with a great referral pipeline, taking a holistic approach to building strong client relationships and learning from experienced financial planners and business owners as well as leveraging the vast support, training and development available from one of Australia’s leading wealth management businesses for over 160 years.

At AMP Financial Planning, we are committed to training and supporting our financial planners which means you’ll immediately benefit from the very latest training and education as well as a comprehensive regional support and resourcing network to ensure you have every opportunity to succeed.

The right person for this opportunity will:

· Have demonstrated financial planning experience and performance

· Completed RG 146 qualifications with intention to study further

· Excellent communication skills

· A proven self-starter with an entrepreneurial mindset

· The drive to exceed client expectations

Opportunities such as these are not commonplace so it’s very important to us that we facilitate discussions between our Practices and only the most capable and committed applicants.

At AMP our purpose is clear: By delivering the right balance of security and performance, AMP helps its customers and clients own their tomorrows.

For a confidential discussion about how these opportunities could help you to own your tomorrow, please submit an initial application online or contact Alex Thomson – alex_thomson@amp.com.au

Preferred candidates will be required to successfully complete appropriate assessments, reference and background checks as part of our recruitment process.