Great opportunity in Melbourne’s Eastern suburbs to join a growing Financial Planning practice which has a large portfolio of clients that need servicing.
This medium sized business with over 10 employees, provides holistic advice that is based on the needs and objectives of its clients. This includes advice pertaining to investments, structures, estate planning and risk management, superannuation, gearing and meeting lifestyle goals.
This practice has a high performance culture. They use state of the art technology, and provide their financial planners with administration and paraplanning support that is unrivalled.
The role/Opportunity:
Take over and manager a book of existing clients Work hand in hand with the business owner to build stronger relationships with existing clients Fee for service advice, not commissions No need to chase new business clients externally, focus on up-selling existing clients onto a full comprehensive advice services.
The ideal applicant will:
Have a minimum of 12-18 months experience in a Financial Planner role Have experience in both simple and complex strategies Minimum of DFP is essential and a Degree is highly regarded Proven ability to meet and exceed sales targets predominantly through existing client Ability to deliver to strict deadlines and meet compliance obligations Have a passion for the planning industry, client relationship management and provision of quality tailored advice
Although we are giving a rough guideline on salary, this business is incredibly flexible and willing to negotiate. A large bonus incentive will be agreed on for the right application
If this role appeals to you then apply now or contact:
Kiera Brown Principal Consultant FS Recruitment Solutions www.fsrecruitmentsolutions.com.au
kbrown@fsrecruitmentsolutions.com.au 0409 598 111
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