Financial Planner

Monica Clare Recruitment

Financial Planner | Freedom to work independently | Dynamic working conditions | Newcastle based

  • $100-120,000 + superannuation + benefits.
  • Focused career development plan.
  • Top tier firm.
The Position

This is a great opportunity for a Financial Planner who is a passionate about new business and who is client-centric. You will have the opportunity to learn from other Planners and from a highly experienced professional staff whilst leveraging your planning skills. Your previous sales experience, current understanding of financial products and drive to provide a genuine client experience will do the trick!

Your aim is to introduce the services of the businesses to potential clients and convert them into clients whilst providing exceptional ongoing client care and support to existing clients:
  • Provide high-quality financial advice and services
  • Deliver ongoing marketing and client care initiatives
  • Respond to client enquiries
  • Develop advice/strategy implementation plans
  • Support the implementation and production of SOA’s
  • Ensure strict compliance with legislation and licensee standards
  • Liaise with key providers
  • Continue with existing and / or establish and maintain active Centres of Influence
  • Meet activity and result targets
  • Participate in business strategy development as a key member of the team
About You

In order to be considered you will be able to display and demonstrate:
  • Advanced Diploma of Financial Planning;
  • Willingness for further studies (to meet FASEA requirements);
  • Strong sales and networking skills;
  • Strong analytical and technical skills;
  • Ability to work well under pressure whilst maintaining accuracy;
  • Excellent communication skills;
  • Ability to work independently and as part of a team;
  • A high level of client service ethics; and
  • Positive attitude with a flexible approach to duties.
What's in it for you?

This is a terrific opportunity for a regionally-based candidate looking to further their career in the Financial Planning profession. Working with a long standing, locally respected business that has built its success around sustainable client dealings and long-term investment strategies you will be well placed to join the team. In addition to this you will get to work amongst a group of friendly, respectful and capable people in a professional business.
Does this sound like an ideal situation to work for a great financial business in Newcastle. For any confidential inquiries please call Simon Rutten on 0447 718 446 to discuss