Senior Business Financial Planner recruitment
Business Financial Planner, Sydney
• Strong Referrals from Commercial Bankers and extended Network
• Competitive salary and incentive scheme
• Supportive Team Structure
Leader in Australian Banking and Wealth Management is looking for a passionate and dedicated Financial Planner to join it’s team in the growing North West suburbs.
The Role:
• Preparation of high calibre Financial Planning Documents and Advice for HNW Clients.
• Documentation and Research as required.
• Maintain knowledge of Compliance and legal requirements.
• Deliver high quality, Client focussed Financial advice to HNW and SME customers to assist them in achieving their Financial goals
You will have:
• CFP - desirable ,Advanced Diploma in Financial Planning (modules 1-6 minimum)
• Minimum of 5 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
Strong Commercial knowledge and ability to foster strong Relationships with referral
partners
The Rewards:
• A competitive base package Excellent OTE
• Achievable targets
• Extensive support network to provide qualified leads
• Excellent bonus system