Job Details
  • Reference384029B_1641418222
  • LocationNewcastle
  • SalaryAU$90000 - AU$120000 per annum
  • Job TypeFull Time
  • Posted19 days ago
  • ConsultantGuy Baynes

The Company:

This dynamic organisation promotes a range of financial planning and business advisory solutions to a broad client base across NSW and QLD.

This Newcastle based business ensures Clients receive the highest level of service and solutions by providing the training and tools to enable success.

The Role:

An exciting opportunity now exists for an experienced Senior Financial Planner operating as a business to business financial expert with recent experience and success in financial planning for high net-worth clients.

As a good networker, you will establish meaningful business relationships with many already established clients to negotiate and establish agreements with them. You will:

  • Engage with business clients across Newcastle & The Hunter providing financial planning advice to already established clients
  • Have the ability to exhibit these skills via effective communication with external Authorised Representatives, Direct Clients and other Professionals
  • Be focused on supporting Authorised Representatives and being a primary source of technical knowledge.
  • Develop and deliver against a business plan
  • Be familiar managing a high workload
  • Demonstrate the highest levels of energy and enthusiasm
  • Have great positivity in your business
  • Understand the dealer group model

About you:

The successful candidate will bring financial planning experience, business management and business development experience in financial services, financial planning and lending.

Your prior experience will have been gained in a financial planning organisation, you will be ready to take a step up in responsibility and workload, having a broader responsibility for your clients and a broader geographical responsibility.

The ideal candidate will be fully qualified in:

  • Accounting ideally with CA or CPA accreditation
  • Well versed in finance or business
  • Excellent presentation skills
  • Fully conversant with financial services, legislation and compliance
  • Experience in delivering results to clients
  • Diploma of financial planning desirable

If you're interested in this opportunity click Apply now!
For a confidential conversation about the role please contact Guy Baynes on