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27

March

Financial Planner

HumanAce Pty Ltd. - Parkes, NSW

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

Financial Planner or Senior Financial Planner - Role for a client of ours

Position Highlights

  • Flexible work environment with friendly, highly experienced staff to support you
  • Well established, highly respected Practice of + 27 years
  • Existing, loyal client base to service with attractive package, uncapped income & excellent career support and opportunities
  • Growing provincial centre in Central NSW with all key sporting, health, lifestyle & transport services etc
  • Close to other major rural towns & two capital cities
  • Safe, friendly, low stress, family friendly rural lifestyle with very affordable living/housing

Well Established Firm

We are currently looking to expand our advice team of two by one and are seeking the talents of a successful and established financial planner or senior planner to service part of the existing client base and help the business grow further. The business has an extensive, very loyal, fee-based client base and the practice is in the process of moving to a new non-vertically integrated Licensee with no product conflicts and an open approved list. You will have excellent support from our team of three Client Service staff, a Paraplanner/Client Services Manager and two Senior Financial Planners. All are highly experienced, collegiate, friendly and keen to support you in your role and career aspirations.

Parkes is a safe, family friendly and growing rural centre with a wonderful low stress, low cost lifestyle, excellent sporting, cultural and other activities with very good transport links. Parkes is located close to other major centres like Orange and Dubbo and is within a few hours drive of Canberra and Sydney.

Your Role:

You will be provided with an existing, full service client base with opportunities for organic growth. You will be responsible for providing a wide range of financial planning advice to all ages pre/post retirement in areas such as cash flow, wealth protection, wealth creation, tax planning, estate planning, retirement planning, aged care etc. There will also be the plenty of opportunity for new business development with a steady stream of leads. You will work closely with our Paraplanner and other advisers in dealing with clients and determining/delivering appropriate client strategies and associated advice documents.

To be truly successful in this role, you will be technically sound and be able to confidently develop strong relationships with our existing clients focusing on growth from existing and new clients. Considerable assistance will be provided to help you connect with and get to know the existing clients as well as service them from our other advisers. You will also focus on sourcing new clients to grow the client base over time and maintain/build referrals & centres of influence type relationships.

We are seeking someone who truly enjoys developing relationships & is self-motivated to be successful across the board in the role and as a senior member of the team. Our practice is focused heavily on rewarding success, hard work, innovation, loyalty & dedication. You will be outcomes orientated but will maintain the high calibre and caring value-added service our clients have come to expect. The successful applicant can be someone who is relatively new to financial planning, a Senior Planner with years of experience or anywhere in-between. Whatever level you are at in your career, we will provide you all the support, resources and encouragement you need to be successful.

Ideally you will be able to demonstrate the following skills and attributes;

  • Excellent customer service skills
  • A passion for developing existing & new business
  • Have a history of success or desire to succeed
  • Long term career goals
  • Some experience as a financial planner
  • Relevant qualifications
  • Honesty, integrity & reliability.
  • Attention to detail
  • Good people skills
  • A passion for going the extra mile for our clients

Enjoy working in a team

Job Type: Full-time

Salary: $70,000.00 – $140,000.00 per year

Schedule:

  • Monday to Friday

Supplementary Pay:

  • Bonus

Work Eligibility:

  • Permitted to work permanently with no restriction on hours (e.g. citizen, permanent resident) (Required)

Work Remotely:

  • No