• Established Client Base• Highly Regarded Firm
• CBD Location
This highly regarded Newcastle Financial Planning firm are currently seeking to appoint an experienced holistic Financial Planner to their team.
Your varied and exciting role will include servicing and reviewing existing clients, as well as sourcing new business through the established referral sources.
You will need:
• Minimum 4-5 years holistic financial planning experience
• RG146 minimum – CFP highly regarded but not essential
• Experience optimising referral relationships
• Client Focus
• Strong interpersonal communication and relationship building skills – both written and verbal
In return for your experience, you will be offered a generous salary package, including an uncapped commission structure, strong support, and career opportunities incuding equity potential!
Don’t hesitate – APPLY NOW!
Your confidentiality is assured.
For more information on this opportunity, or our other financial planning positions, please contact Angela on 0412 436 300, email angela@keyrecruitment.com.au, or follow the ‘Apply’ link below.
The successful applicant will be a strong relationship builder, with exceptional interpersonal and communication skills, with the drive and enthusiasm to push the division, and their career forward.
angela@keyrecruitment.com.au; 0412 436 300
To be eligible to apply for this position you must have an appropriate Australian or New Zealand work visa.
