Adelaide Jobs - Financial Planner
- October 15th, 2008
- Posted in Adelaide Jobs, Banking & Financial Services, Senior Executive
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As one of Australia’s Leading Fund Managers, insurers and superannuation providers this organisation provides a broad range of financial products and services through their various networks. Currently they have an opportunity for a Financial Planner to join their team. Within this role you will be responsible for sourcing new business and managing existing client relationships.
Providing a complete analysis of the client’s needs you will formulate effective strategies to suit their own individual desired situation. On top of this you will be involved in planning direct strategies to increase sales along with being placed in a mentoring position for junior planners.
For this role you will come from a Financial Planner position and have a strong business development background. You will possess a sophisticated knowledge of the products and services offered in the marketplace and the application of these. DFP studies are essential, with the CFP status being highly regarded. Ideally you will have mentored juniors, but this is not essential. In addition to all of this you will possess fantastic relationship building and communication skills. This role does offer the future opportunity of progressing into a self-employed environment situation.
To apply , please contact Melanie Robb on 03 8319 1285.or please email to
mrobb@linkrecruitment.com.au
Must be legally entitled to work in Australia
Qualifications must be recognised in Australia
Notes : Please mention AustraliaJobsDB.com in your application letter.
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