Senior Financial Planner – Industry Super Fund

The Company

A large organisation which leads the industry in brand perception, service levels and diversity of products. The business is known as one of the most dynamic and diverse groups in their operating space, having a major Australian presence.

The Role

Our client is looking for a senior financial adviser to join an experienced team in servicing a strong, well-established member base. You will be responsible for providing face – face advice and services to members.

Duties and Responsibilities:

  • Manage, maintain and follow up a strong loyal client base 
  • Providing appropriate advice to new clients 
  • Accurately assessing client’s needs, objectives & risk tolerance
  • Present at member seminars 

Skills & Experience

  • Relevant experience within the financial planning industry
  • Relevant university degree 
  • Completed or completing CFP
  • Financial planning software experience
  • 3 years’+ experience in a Financial Planning role and ideally a prior background in paraplanning/strong technical skills

To express your interest in this opportunity, please forward your resume using the “Apply Now” link below or contact Chris Gordon on (02) 9240 6366 for more information.