AddressExclusive to Jenner Recruitment our client has an opportunity for a Financial Planner to work with their clients.
Our Client
This well established and professional financial planning practice is dedicated in providing the best possible service to their clients. Due to expansion, they currently have an opportunity for a dedicated professional to take on a Financial Planning/Paraplanner role.
Our client is a boutique full service advice business, committed to providing quality financial advice and service to their long standing client base. They have a strong reputation in delivering exceptional financial services to ensure that they maximise their wealth, taxation and returns.
Their clients benefit from having access to the full range of holistic advice including Wealth Accumulation, SMSF, Retirement, Superannuation, Estate Planning and Risk.
They have a strong understanding that their staff and clients are paramount to their business, and the care and dedication that they take towards their staff ensures a warm friendly working environment.
The Role
Reporting to the Director and as a valued team member, the primary responsibility of your role would be to assist in the provision of advice.
Your responsibilities will include, but are not limited to:
- Managing the day to day client relationship, becoming the first point of contact for client enquiries
- Looking after a current book of clients in all strategies
- Management of reviews and the production of ROA's
- Keeping your CPD Points up to date along with ensuring your education is valid in the current environment
- Other duties as required
About You
To be considered for this role, you will have a passion for the Financial Planning industry.
You will have solid understanding of the development of strategy and have a personality that allows you to engage with clients well.
To be successful in this role you will also need to demonstrate the following:
- 3+ years experience working as a Financial Planner or Paraplanner - someone who can/has written strategy in the past
- Relevant tertiary qualification
- Knowledge of superannuation, insurance, investments and retirement strategies
- High attention to detail
- Excellent communication skills
- Professional presentation with strong communication and relationship building skills.
This is an excellent opportunity for an enthusiastic individual to join this growing business.
If you are looking for a role where you will be genuinely recognised for your efforts, please call Christine Jenner on 0447 444 *** or email your resume in a word format to *********@jennerrecruitment.com.au for a confidential discussion.
Who is Jenner Recruitment?
We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning, Wealth Management and Accounting sectors.
With over 48 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.
