Senior Financial Planner

  • 4 years ago
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Job Information

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    Posted On Dec 10 ,2014
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    No. of Openings opening
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    Job Level :
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    Job Experience :

Job Description

This opportunity is with a leading Financial Planning division with an Industry Super Fund. We are looking for a Senior Financial Planner who is able to ensure that all member are able to  service their huge member base and ensure that they are receiving the best possible advice on their financial affairs and are being helped to truly understand the value of receiving the advice and having plans put in place.

You will be an experienced and driven Financial Planner who has at least achieved the ADFP qualification and is looking for a role whereby your role will be to focus entirely on the client. All para planning and implementation are taken care of for you, and you will have appointments booked on your behalf. Your target will be to ensure that clients are realising the opportunity to fulfill their financial goals through the advice you give and ensuring at all times that is within their best interest.

To take advantage of this great opportunity you will have 5 years experience in a full advisory position, a great holistic product knowledge and a real desire to help people in a boutique environment.

Please feel free to call Sam Reid on (03) 8640 5410 if you wish to discuss the opportunity further. Otherwise, do not hesitate to apply below if you meet the criteria above and want to have the opportunity to take this great next step in your career.