Job Details
  • Reference372969A_1619162499
  • LocationSt Leonards
  • Job TypeFull Time
  • Posted18 days ago
  • ConsultantAnson Lam

An excellent opportunity has arisen for a Financial Planner to join a leading boutique Financial Planning firm. They work largely with accumulators seeking to invest in property or holding existing direct property assets. They also provide holistic advice across a broad range of areas including investments, insurance, superannuation (including SMSF) and income streams.

This role is a rare opportunity to take over part of an existing book of clients for ongoing reviews as well as working towards converting new leads. This is the ideal opportunity for you if you enjoy growing a book as well as enjoy providing client focussed advice.

The Role:

  • Build and maintain relationships with customers
  • Act in customer's best interest and fully understand customers' needs
  • Provide advice across investments, insurance, superannuation (including SMSF) and income streams
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth.
  • Comply with legislative and regulatory frameworks
  • Genuinely care about client outcomes and provide quality advice
  • You must always put the client needs first

You Will Need:

  • 3+ years financial planning experience
  • Must meet FASEA educational requirements
  • Must have pass the FASEA Exam
  • Ability to work independently and bring in new business
  • Exceptional communication and negotiation skills

The Benefits:

  • Competitive Salary and great bonus structure
  • Work in a firm that always puts clients first
  • Provide genuine advice in the best interest of customers
  • Located close to St Leonards Station
  • Great work life balance

Please apply if you are interested or feel free to send through your resume to for a confidential discussion.