Sydney, rapidly growing and professional advisory firm in the North of Sydney. Successful applicants will receive the training, education and mentoring to become a successful financial planner. They promote from within and staff personally reaps the rewards of their hard work and success.
The Role…
You will be taking on a full book of clients which has become available due to a recent acquisition. The role will not involve bringing in any of your own clients but will require you to be able to engage with clients who have previously worked with another planner with a different agency. The role will involve retaining these clients through providing tailored financial advice to a range of clients by developing strategies and plans that meet each client’s needs.
You will provide advice in range of areas including investments, Superannuation including SMSF, Wealth protection, Retirement planning and estate planning.
You Will Need…
Relevant Financial Planning Qualifications
Minimum 2 years Financial Planning Experience
RG146 required
Experience with Xplan or Midwinter software
Solid compliance record and clean audit reports

#financialplanner #financialplanners
#accountant #Accountants #accountantlife #accountantsyoucantrust #accountantslife #accountantsdiary #accountantproblems #accountantsofinstagram #accountantmarketing #accountantsandbusinessadvisors #accountantswithstyle #accountantsloveacountdown #accountantswholift #accountantsrule #accountantsrock #accountantsmississuaga #accountantsgonewild #accountantscandance #accountantadventures #accountantbyday #accountantfinancial #accountantinabuja #accountantjobs #sydney #australia http://ow.ly/i/Injgm