FINANCIAL PLANNER – MELBOURNE
- Do you own or have access to an existing book of clients?
- Would you rather work with a wide range of ever changing portfolios?
- Do you want to work in a dynamic, innovative environment?
The position requires your experience to be wide ranging, both in portfolio knowledge as well as previous work environment regarding both major corporations and boutique. Based in their Melbourne offices, it will require you to be comfortable with developing further business in addition to maintaining relationships with your current clients.
This is an outstanding opportunity to:
- Be rewarded with an exceptional salary and bonus structure.
- Work in a dynamic, progressive environment.
- Manage a wide range of portfolios.
- Work for an innovative market leader.
- Continue professional and personal growth.
Your expertise will encompass specific areas such as:
- Risk Management.
- Superannuation.
- Relationship Management.
- Retirement Planning.
- Tax Planning.
- Estate Planning.
Personally, you display high-level influencing skills, strong business planning skills, exceptional communication, proven client management skills and come with a track record of performance.
Ideally, you will posses a communicative, consultative style supported by both strong technical skills and a willingness to take ownership which will ensure a strong business outcome in addition to a solid level of client satisfaction.
DPF is essential and any Business or Banking graduate completion will be highly regarded.