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Career Opportunity in Financial Planning
2 weeks ago
Grow Your Wealth Management Career
">- ">
- We have an exciting opportunity for candidates who want to grow their career and are looking for their next challenge.">
About the Role
">This is a unique opportunity to be based remote from Sydney or in our Newcastle office working with some of our top teams. You will be trained up to hit the ground running in wealth management services, assisting clients in making better decisions by providing investment advisory services that combine other financial services to address their needs.
">Your Responsibilities
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- Build solid relationships with clients and assist them in making better decisions by providing investment advisory services that combine other financial services to address their needs.">
- Gather information about client's wants and specific situations, and tailor a personalized strategy using a range of financial products and services.">
- Conduct in-depth reviews to identify personal and financial needs of clients and deliver tailored wealth management solutions.">
- Deliver needs-based solutions through effective communication and influencing.">
- Provide individualized advice on personal wealth across various areas, including lump sum investments, offshore investments, bonds, and pension products.">
Requirements
">To be successful in this role, you will need:
">- ">
- A Graduate Diploma or Degree equivalent in Financial Planning.">
- Strong sales acumen and experience working with clients face-to-face.">
- Service-focused with strong numerical and analytical skills and close attention to detail.">
- Previous experience in managing high net worth clients is desirable but not essential.">
- An understanding of lump sum investments, offshore investments, fintech, bonds, or pension products is highly advantageous.">
- Sound judgement skills and attention to detail can also help you analyze the risks involved in certain investments.">
- Ambition, hunger for success, and being driven by targets.">
Benefits
">We offer a multitude of career opportunities and progression, as well as the chance to transfer to different locations. You will receive competitive commission bonuses based on a transparent structure, individual and team training to support your development, industry-leading administration structures, and full compliance with best-in-business technical departments.
">About Us
">We strive to make a difference in our clients' lives and financial wellbeing. Our culture is built around continued career support, driving employee career aspirations. We like to use a holistic approach to meet the complex needs of our clients, providing them with trusting advisory services.
"],