Thursday, 1 September 2016

AMP Services Limited,Experienced Financial Planner Jobs in Australia

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

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