Personal Financial Adviser- salaried channel recruitment
- Leading Financial Services organisation
- Excellent long term opportunities
- North Sydney location
An opportunity exists for an experienced Adviser or Associate Planner looking to move into a full advisory role to provide ongoing client service financial advice to an existing client base.
This includes writing new business and servicing and updating existing business for investment and risk products.
You will be responsible for:
- Managing a portfolio of clients and providing service, financial advice and ongoing communication
- Responding to client queries within agreed service standards
- Respond to enquiries generated by leads
- Contribute to internal and external communication briefings
- Meeting New Business and Retention targets
The successful candidate will have:
- A thorough knowledge of all legislation and regulations applicable to the sale of life insurance and financial services products
- Strong knowledge of a range of investment and risk products available
- High level of communication and presentation skills
- Ability to develop strong relationships with customers, both face to face and over the phone
- Ability to deliver high quality service and work independently
- DFP / RG146 Compliant
If this sounds like the role for you then click the apply now button, otherwise, for a confidential discussion call Keiron Smith on (02) 8247 5712.
Job Ref: 114881
June 20, 2010
• Tags: Personal Financial Adviser- salaried channel recruitment, Private Banking, Wealth Management careers in the Australia • Posted in: Financial