Posted on: 19/07/2017

Job type: Permanent

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Leading Northern Beaches Firm
Loyal Client Base
New position due to growth in Firm

The Financial Planning division of this firm is a mid-size IFA servicing the needs of a large range of retail clients. Recent business expansion has dictated the need for a new Financial Planner to join the team. The Financial Planner is to work closely with the Director & Senior Financial Planner and Financial Planning support team to ensure efficient, compliant, accurate and prompt delivery of the full financial planning process.

Experience Required:

    • 2-5 years experience as a Financial Planner providing superannuation, insurance and investment advice to retail clients

    • Proven ability to work independently within a team environment while servicing the full financial advice process

    • Experience utilising Xplan system

    Key Skills Required:

    • Good verbal and written communication skills

    • Able to work under pressure

    • Aptitude for research

    • Good with numbers

    • Analytical & planning skills

    • Interest in the financial markets

    • Good time management and organisation skills

    • Ability to handle multiple, complex projects simultaneously, and be able to ensure successful outcomes.

    • Ability to develop trust relationships with clients, associates and management

  • Salary is negotiable for the right candidate however as a guide, the Firm is looking to provide base salary around $70,000 + Super per annum + Commissions

To find out more about this role, please apply via the relevant online links. Hudson is proud to be partnering with the Firm for many years to deliver strong Recruitment services.

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