Senior Financial Planner

 

Leading Bank

Established client base

Attractive Remuneration

My client is a highly reputable leading bank and currently an opportunity exists in Bondi Junction for an experienced financial planner who has a minimum of 3 years experience. 
 
Your responsibilities will include:

• Provide personal, quality advice to clients and assist in building and protecting their wealth and achieving their financial goals
• Full function financial planning
• Holistic Financial Advice however more focus on advising on insurance and investments.
• Developing and exercising behaviours, business understanding and sales skills to build relationships with customers.
• Developing the customer base by converting leads, developing referral partners.
• Meeting sales targets

You will also have the luxury of benefiting from an experienced and compliant Para-planning and administrative team, who will assist you with the back of house duties so you can focus on giving advice.
 
Modern offices will impress your already existing clients, and it is anticipated that you will have:

• A minimum 3 - 5 years solid Financial Planning experience
• ADFS qualification preferred
• Strong insurance and investments knowledge
• Exceptional communication and interpersonal skills in order to develop a strong rapport with valued clients.
• Strong business relationship skills  

If you are an enthusiastic, driven and motivated team player, this dynamic organisation is for you!

To find out more about this exciting opportunity please contact ????? ????? Bluefin Resources on (??) ???? ???? or click the "Apply" button to forward your resume.  All applications will be treated in strictest confidence.