This highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Sydney CBD team.
About the role In this Financial Planner role you will be responsible for providing holistic financial advice to new and existing members of the funds. The advice will be given face to face and you will write your own statements of advice. All leads will be provided and you will have full administrative support, allowing you to focus on building your book and providing high quality advice.
This role will suit experienced Financial Planners with proven results, solid commercial acumen, and the ability to build long term relationships and convert leads into new clients.
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📌 senior financial planner - sydney
🏢 Hr Partners
📍 Sydney
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