Monday, 19 October 2015

Jenner Recruitment Pty Ltd,Financial Planner Jobs in Australia

 Sought after Role | City/Fringe | $100k
Exclusive to Jenner Recruitment our client is looking for a Financial Planner to join their vibrant polished team!
The Client
This well established and professional fin
ancial planning practice is dedicated in providing the best possible service to their clients.  Due to expansion, they currently have an opportunity for a dedicated professional to join their successful team.
Our client is a boutique full service advice business, committed to providing  quality financial advice and service to their high net worth and mum and dad clients.  They have a strong reputation in delivering exceptional financial services to ensure that they maximise their wealth, taxation and returns.
Their clients benefit from having access to the full range of holistic advice including Wealth Accumulation, SMSF, Retirement, Superannuation, Estate Planning and Risk.
They have a strong understanding that their staff and clients are paramount to their business, and the care and dedication that they take towards their staff ensures a warm friendly working environment.
The Role
This Financial Planning role will have you working and reporting to a Senior Partner and you will be responsible for the delivery of advice and guidance to their clients.
You will ideally have the ability to take over a proportion of the business thereby leaving the Director to take up more of the prospecting and networking role.  Clients are located from Brisbane to the Gold Coast with majority of the clients meeting you in the office.
Other Duties will include, but are not limited to:
  • Providing advice to existing and new clients
  • Delivering advice on a range of investment options
  • Provide the paraplanning team with clear and concise instructions after each client appointment
  • Compilation and presentation of the SOA document addressing all client concerns and objectives
  • Annual client reviews
  • Ensure that all advice is presented in a compliant manner
About You
Currently you will be working as either a Junior Financial Adviser or Financial Planner within the Financial Planning industry.  You will have demonstrated high values, integrity and have strong ethical behaviours.  You would have excellent relationship building and people skills.
To be considered for this role, you need to process the following attributes:
  • RG146 compliant and an ADFS is preferred
  • Relevant tertiary qualification preferred
  • At least 2 - 3 years delivering financial advice
  • Strong organisational skills
  • Excellent communication and people skills;
  • Strong knowledge of Insurance products and requirements
  • Intermediate to advanced knowledge of Microsoft Office suite of products
If you would like to lead this dynamic team in an organisation where you will be recognised for your commitment and rewarded for your high performance, contact Christine Jenner on 0447 444 505 or email for a confidential discussion.
Who Is Jenner Recruitment?
We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning and Wealth Management sectors.
With over 36 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.

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