Job Details
  • Reference373953A_1620792764
  • LocationEngadine, New South Wales
  • Job TypeFull Time
  • Postedabout 1 month ago
  • ConsultantAnson Lam

An excellent opportunity has arisen for a Financial Planner to join a leading boutique Financial Planning firm in Engadine. They work across both HNW clients and mums and dads. 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 focused 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 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:

  • Keep a large portion of new business brought in
  • Work in a firm that always puts clients first
  • Provide genuine advice in the best interest of customers
  • Great work life balance and work from home options

Please send through your resume to if you fit the job description or click apply below.