Job Details
  • Reference398852C_1663919764
  • LocationParramatta
  • SalaryAU$13000 - AU$160000 per annum + Great bonuses
  • Job TypeFull Time
  • Posted2 days ago
  • ConsultantAnson Lam
An excellent opportunity has arisen for a Financial Planner to join a leading industry super fund. This opportunity is a hybrid working arrangement and paying above market remuneration. This is the ideal role for you if you are currently CFP.

This role is a rare opportunity to work alongside the top performing Financial planners with the core focus of catering to each client's situation

The Role:

  • Provide quality advice and recommendations for clients based on their circumstances
  • Build and maintain relationships with customers and clients.
  • Prepare financial plans for clients with regards to insurance products ensuring it suits their specific needs and lifestyle
  • Produce SOA documents and work closely with CSOs
  • Provide advice across superannuation, investments, retirement planning and insurance
  • Research investment opportunities
  • Comply with regulation and follow protocol

You Will Need:
  • Meet FASEA Requirements
  • CFP Certification is preferred or willingness to work towards it
  • 3+ years experience providing advice as an Adviser
  • Experience generating Statement of Advice Documents
  • Excellent communication skills with clients and colleagues
The Benefits:
  • Competitive Salary and exclusive benefits
  • Great career development opportunities
  • Hybrid working arrangement
  • Great exposure to key stakeholders

Please email anson.lam your resume if you are interested in applying for a confidential chat.