Financial Planner – Marrickville/ Newtown/ Mascot recruitment
Financial Planner
- Attractive salary package and Bonus structure
- Inner West location
"Work in a boutique style environment backed by the security of a big business"
St George has built a strong wealth business by doing what it does best - working closely with its customers across its financial planning, insurance and private clients businesses to achieve their financial goals. We have time to offer our customers personalised service and our people enjoy an open and inclusive culture.
The benefits of being a St George Financial Planner:
- A structured career path
- An established client base
- Referrals
- Practice Management support with access to coaching, tools and business planning support services
- Training and development including a robust induction program, development days, mentorship programs, career progression
- Access to high quality research
We are looking for an outstanding self-starter who is passionate and enthusiastic about developing their career as a Financial Planner with a market leader. To be considered for this role you will have the following skills and qualifications for this role:
- Advanced Diploma in Financial Planning (modules 1-6 minimum) - including tax planning and margin lending qualification
- Minimum of 2-3 years experience as a Financial Planner
- Strong negotiating skills and relationship building skills
- Professional personal presentation, communication and influencing skills
- Demonstrable track record of achieving quality sales targets
- Excellent technical knowledge
- Ability to work in a team environment and autonomously
For a confidential discussion, please call Becky Riddell on 02 8219 8328 and apply online.