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Financial Planner - South Morang/Diamond Creek
- Join a leader in the Financial Planning industry
- Located in South Morang/Diamond Creek area
- Salary + super + bonus
Excellent career opportunity to join a leading provider of integrated financial services including financial planning, funds management, insurance and superannuation and one which has developed a relationship as being one of the most respected organisations in the industry. The company has a track r ecord of rewarding high achievers by remuneration and promotion to ensure the company has the best quality team on board to service a large and broad client base.
As a Financial Planner with this dynamic organisation you will be responsible for providing a holistic financial planning service to existing and new clients with the main objective of providing quality advice and in line with company compliance standards are met. This will include developing appropriate investment strategies for the client and recommending suitable products to ensure all client investment needs are serviced appropriately.
You will also be responsible for conducting regular client reviews, responding to client enquiries regarding their investments and working closely with external and internal stakeholders to identify further business opportunities for future development.
It is a requirement that you are committed to ongoing study in regard to financial planning together with keeping yourself fully informed of all technical and legislative requirements to ensure you are providing the best quality advice.
To be successful you must have a demonstrated background as a financial planner having completed your Diploma of Financial Planning or CFP and to have the ability to business develop to build and maintain relationships together with effectively evaluating ideas and creating strategies based on sound judgement and logic.
For more information regarding this exciting opportunity please call Liz Medwin (03) 8319 7888 or email your details in confidence to lmedwin@alliancerecruitment.com.au
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