Senior Financial Planner Forster/ Taree recruitment
Senior Financial Planner
"Work in a boutique style environment backed by the security of a big business"
- Attractive salary package and Bonus structure
- Forster/ Taree location
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. As a St George financial planner, you will be part of an organisation that puts its customers and its people first. Some of the benefits of being a St George Financial planner include a structured career path, an established client base, support and access to paraplanning, training and development and access to high quality research.
We are looking for a Financial Planer who is sales driven and excellent at building long term relationships to work in our Wetherill Park and Fairfield branches. Whilst you will be provided with qualified leads from the branch staff, you will also be expected to develop new business.
Your role will involve the following duties:
- Provide high quality holistic financial advice to Retail to help them achieve their financial goals and objectives
- Provide ongoing branch education to branch staffs, home finance managers, and other referral partners
- Ensure compliance obligations are met and keep up to date with current legal restrictions and laws
- Work as a team player to ensure that the team achieve its target
- Ensure that administration works are kept up to date
- Some preparation of high quality financial plan documents for clients
- Actively participate in internal and external seminars to help increase knowledge on financial planning as well as world economy.
You will have completed your Advanced Diploma in Financial Planning (RG146) and have a minimum of 4-5 years experience as a Financial Planner in a similar sales role. We offer study assistance for advisers wishing to complete their CFP studies and who are committed to a career with St George. If you are a passionate about giving quality financial advice and want to be part of a team where you are valued and supported, then St George can offer you competitive remuneration, bonuses, a long list of benefits and a rewarding career.
For a confidential discussion, please call Lauren Ilieff on 02 8254 5997 and apply online.