Great opportunity in Melbourne prestigious Collins Street location to join a growing Financial Planning practice.
This predominantly high net worth business, 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.
Take your strong Financial Planning experience to this position in a practice with a high performance culture.
The role/Opportunity:
Take over and manager a portfolio of 50 existing clients with individual FUA of $300,000 + Focus on client meetings and delivery of quality advice Although this is a servicing role initially, there will be business development targets after 12 months
The ideal applicant will:
Have a minimum of 3 years experience in a Financial Planner role Have experience in both simple and complex strategies Minimum of ADFP is essential and a Degree is highly regarded Proven ability to meet and exceed sales targets predominantly through existing client referrals 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
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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