The Company

Excellent career opportunity to join a leading provider of integrated financial services including financial planning, funds management, insurance and superannuation.

This well respected financial practice has a strong track record of rewarding high achievers by remuneration and promotion. This ensures the company has the best team on board to service a large and broad client base.

The Role

As a Financial Planner with this dynamic organization you will be responsible for providing holistic financial planning services to existing and new clients with the objective of providing quality advice in line with company compliance standards.

The Responsibilities

• Conduct regular client reviews
• Have in-depth knowledge of all financial planning products
• Work closely with internal and external stakeholders
• Train branch base staff on sales strategies
• Present Statement of Advice to clients
• Commit to ongoing training and studying
• Keep abreast with regulatory requirements

The Requirements

• 2 years financial planning experience
• Diploma of Financial Planning or Certified Financial Planner
• Good business development and networking Skills
• Outstanding communication skills

For further information on this role or other roles of a similar nature please contact Dhruti Popat at Alliance Recruitment on 8295 3050 or apply online.