The Company
An established Financial Planning firm with an excellent reputation is seeking
an experienced planner with skills and knowledge in all areas of financial
planning. The ability to work within the team, be able to talk to clients and
provide practical advice is essential.
The Role
You are a savvy
financial adviser who can provide strategic advice to an existing client and
also utilise your lead generation skills to build relationships with new
clients. You will be confident in identifying and understanding your clients’
needs and then delivering quality advice to help them reach their goals.
Your skills
& experience
- A
belief in the fundamentals of quality advice & previous experience in
helping customers reach their financial goals - Experienced
technical knowledge of complex strategies including SMSF’s is highly
desirable - Have an
entrepreneurial spirit, buckets of motivations & ambition to succeed. - Ability
to engage with a HNW client base
What They
offer
- A long
term career with the opportunity to obtain equity in the practice - A
practice that values succession planning & development - Access
to specialist support staff - Brand
new office environment with a supportive friendly team - Become
part of an industry leading licensee
Apply Now
For a confidential discussion about a role within the Charter licensee network
please contact Steven Reed on 0466 474 387 or email steven_reed@amp.com.au
