Financial Planner

Job No: RS26392
Location: Bella Vista, NSW

  • EARN Between $65,000 - $100,000 Base Salary + OTE up to $150,000 Per Annum !

  • Join a Growing and Innovative Financial Services Firm

  • Ongoing Development and Training with Clear Career Progression

  • Fantastic Young and Fun Culture | Regular Social Events & Supportive Team

  • Convenient Bella Vista Location ! Potential to Move Offices Once Established


Our Client

Our client is a growing innovative firm which offers financial services and advice to its clients relating to finances, retirement planning, investment and risk insurance. They aim to provide high-quality service and provide genuine advice to clients.

The Opportunity

They currently have a great opportunity for a Financial Planner to join their team in Bella Vista, NSW with to potential to earn a base salary between $65,000 - $100,000 per annum negotiable on experience | On target earnings of up to $150,000 per annum

The primary purpose of this position is to provide holistic financial advice to mums and dad, to help them build wealth and protect their family.

Reporting to the Director your responsibilities include:

  • Maintaining, servicing & reviewing existing clients and developing strategies for new & existing business
  • Providing support to clients including quality advice across investments, superannuation, strategic advice and personal insurances
  • Sourcing/converting new client leads via networking and leads the business sources
  • Managing the workflow and implementation of advice to ensure work is completed efficiently

To be successful in this role you will be at least degree qualified with a diploma in financial planning. Additionally, someone with at least 2 years experience would be highly desirable. 

Someone who is energetic, friendly, has an eye for detail and fantastic communication skills would be ideal for this role.

If you are a hard worker and keen to develop your expertise in this field then this is the role for you!  Don't miss out on this fantastic opportunity!  Apply today we would love to hear from you!


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Good Luck from the Recruit Shop Team!

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