Financial Planner | Property Sales

FINANCIAL PLANNER

• Leverage property investment as a means to build wealth effectively.
• Use financial planning skills to present strategies with no financial advice!
• Must know financial planning legislation and strategy like the back of your hand

Are you looking to join a rapidly growing, high-end boutique investment firm?

At Wealth Street, we've experienced exponential growth in the past few years and have built a clientele comprising of the most respected professionals.

We take servicing these clients every need very seriously and with the utmost pride. Our client’s wealth and wellbeing strategy is etched very deep in our DNA. That’s why we are a referral only business.

Due to our increasing growth, we are expanding our team in order to continue delivering an exceptional customer experience. 

We are looking for a Financial Planner to join our team and assist our clientele with comprehensive Cashflow and Debt strategies, leveraging Investment property as a means to build wealth effectively.

If you are looking for a change, passionate about Property Investment, want to use your knowledge and experience as a Financial Planner and have the opportunity to grow into a Senior Strategist, then we would like to connect with you. 

If you have boutique advisory experience and know financial planning legislation and strategy like the back of your hand then again, we would like to meet you. 

Required Technical skills. 

The following are required (but not limited to) technical skills;

• Knowledge of Financial planning strategies including specialist advice areas
• RG146 / Graduate Diploma of Financial Planning, Degree in Financial Planning or relevant qualification
• Experience using financial planning CRM
• Strong knowledge of debt, investment and cashflow strategies 

Whilst technical skills are very important, we require you to have the following; 

• Strong customer service ability to maintain and build existing relationships, and build rapport easily and quickly
• Experience to assess a client’s circumstances and identify planning issues
• Ability to think outside the box, be a lateral thinker
• Strong written, verbal & listening skills
• Highly intuitive, curious and willing to learn
• High accountability, take pride in your work, be dependable and trustworthy
• Well organised with strong administration and time management skills
• Ability to work under pressure to meet deadlines
• Willingness to assist colleagues when required
• Be well presented and strive to be the trusted adviser in client relationships
• Exercise empathy and genuinely care about the client’s financial growth and wellbeing
• Wholistic view of financial planning

Day to day duties include (but not limited to); 

• Conducting either face-to-face or digital appointments with existing clients
• Maintain high quality and respected client relationships
• Ensuring the review process is followed
• Liaising with staff and helping where required to implement client investment strategies
• Communicating with client and potential clients

You will have a team that will encourage you to be your best and grow. Our tight knit team collectively work to get the best results for our clientele. You also have the opportunity to diversify your skills across all areas of the business.

If you meet the brief then we would love to meet you. Please send your resume to ****@wealthstreetproperty.com.au

We are in Norwest Business Park and close to all amenities, cafes and public transport. 

This role has a competitive base salary with a generous incentive program, allowing you to take control of your earnings and drive your own salary growth!