Description

Job Description

We are seeking a driven financial planner to join our team in providing holistic advice to our client base.   You will work with our clients to deliver advice solutions in complex wealth accumulation, superannuation and wealth protection.

Your initial focus will be growing a client base client base using both internal generated leads and your own external sources.  It will be expected that you will have the drive and ability to build strong and enduring relationships with our clients, as well as the skills to identify new clients beyond our practice through working with referral sources.

Key Responsibilities 

Proactively leveraging your networks, referrals and the existing client base to build the business.
Responsibility for developing and nurturing strong with internal and external client base.
Provide ongoing advice to clients in line with the company's service standards. 
Maintain your continued professional development and keep up to date with changes in the industry. 
Ensure strict compliance to both internal and external regulations.
Qualifications and Skills

Has met FASEA requirements and AR ready (On ASIC Register)
At least 3 years client facing experience in a Financial Planning capacity 
Demonstrates strong compliance, technical and regulatory knowledge. 
Strong interpersonal and social skills. 
Experience with Xplan Software favourable. 
High numeric reasoning skills
Highly organised with strong attention to detail