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Financial Planner

Job No: RS29718
Location: Neutral Bay, NSW

  • Earn up to $80k pa Negotiable + Super on a Pro Rata Basis

  • Established Business Valuing Their Clients & Team Members

  • Fulfilling & Rewarding Position in a Funky Co-Working Office

  • Enjoy Work-Life Balance With Flexible Hours Available! 

About The Company

Our client is improving and changing lives by delivering straightforward and sensible financial advice. They understand there is more to life than just money, and offer tailored advice based on each client's personal needs. They have strong beliefs in what they do but they always like to have fun and value work-life balance. 

About The Role

Our client is now looking for a Financial Planner to join their company based in Neutral Bay, NSW, with the potential to earn $80,000 pa negotiable based on experience + Super on a pro rata basis. 

The primary purpose of this position is to provide holistic financial advice with a lifestyle focus for clients of Generation X.

Reporting directly to the Director some of your responsibilities include:

  • Building referral relationships to generate new client leads
  • Providing ongoing financial advice service needs to these clients
  • Meeting with new prospective clients and educating them on the benefits of financial advice

About You

To be successful in this role you will have 3 years experience as a Financial Planner and an Advanced Diploma in Financial Planning. Additionally, CFP or FcHFP qualifications would be beneficial for this position.

This position would suit someone who has great leadership skills and continuously focus on further development and learning. 

Apply today and don't miss out starting this <selling point> opportunity as soon as possible.


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