AddressWe are seeking an experienced professional to join KOSEC's new Financial Planning division. The ideal candidate will bring an existing book of clients and a wealth of expertise in financial planning, coupled with a proven track record of managing and growing a book of clients. This role offers an exciting opportunity to leverage KOSEC's extensive network and resources to further expand your client base and drive business growth.
About Us: KOSEC - Kodari Securities stands as a trailblazing institution, working with some of Australia's most successful and wealthiest investors, celebrated for its stellar reputation. Our journey is marked by exponential growth and unparalleled success, with our recent nationwide expansion and entry into the United States further elevating our influence. As a well-established and genuinely innovative institution, KOSEC is on the lookout for dynamic, ambitious, and competitive individuals eager to ignite their careers in the most exciting and competitive industry.
Our Mission: Our unwavering commitment to a singular mission drives us—to empower investors with unparalleled knowledge, cutting-edge tools, and abundant resources, unlocking ground-breaking investment opportunities. Through delivering the pinnacle of quality in both products and services, we guide our clients to make exceptional, well-informed investment decisions.
Our Vision: Our vision is to ascend as the global leader—an epitome of innovation, transparency, and excellence in the realm of financial services.
Key Responsibilities:
- Provide comprehensive financial planning advice to clients, tailored to their unique financial goals and objectives.
- Develop and maintain strong client relationships, ensuring high levels of client satisfaction and retention.
- Utilise KOSEC's network and resources to identify new business opportunities and expand your client base.
- Stay updated on industry trends, regulatory changes, and market developments to provide informed advice to clients.
- Collaborate effectively with internal teams, including investment analysts and research specialists, to deliver holistic financial solutions to clients.
Requirements:
- Experienced as a Financial Planner, with a proven track record of managing and growing a book of clients.
- Relevant tertiary qualifications
- Strong understanding of financial products and services.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
- Demonstrated ability to work autonomously, while also thriving in a collaborative team environment.
- Existing network of clients, with the ability to leverage KOSEC's network to further grow your client base.
Benefits:
- Competitive salary package, including performance-based bonuses and incentives.
- Ongoing training and professional development opportunities to enhance your skills and expertise.
- Access to cutting-edge technology and resources to support your work.
- Opportunities for career advancement and progression within a rapidly growing organisation.
- Dynamic and inclusive work culture, with a focus on collaboration, innovation, and excellence.
If you are a driven and experienced Financial Planner looking for an exciting new opportunity to take your career to the next level, we want to hear from you! Apply now to join our team at KOSEC and be part of our journey towards global leadership in the financial services industry.
