Financial Planner

2 weeks ago

Perth, Australia HAYS Full time

A Wealth Management company in Perth is looking for a Financial Planner to join their team.
**Your new company**
Is an Investment and Wealth management firm based in Perth's CBD. This organisation are dedicated to offering tailored financial solutions to their wealth clients while offering exceptional customer service.

**Your new role**
The purpose of the role of Financial Adviser is to source and introduce potential new clients and convert leads into ongoing retainer clients by providing valued, financial planning advice, whilst delivering on the service standard agreed with each client. The focus is to generate and develop new business opportunities by identifying potential clients through referrals, networking and marketing channels. duties that you will be responsible for include:

- Generate new business in agreed target markets through various networking activities including
- managing relationship between the practice and referral sources
- Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity
- Manage and build relationships with clients
- Conduct client reviews for allocated clients
- Achieve agreed annual sales targets with initial revenue and recurring revenue with respect to funds
- Contribute to the establishment of the practice annual sales targets
- Attend and provide support for marketing activities
- Ensure professional knowledge and expertise continues to be enhanced by attending appropriate courses and/or workshops
- Maintain product, technical and compliance knowledge/requirements in accordance to the practice and industry guidelines
- Participate in activities that ensure that an up-to-date understanding of financial planning practice is maintained

**What you'll need to succeed**
Your previous experience in a similar role within this area will lead to your success, as will;
- FASEA assessed
- Relevant degree and Diploma of Financial Planning
- High level of commercial acumen
- Previous experience in a financial planning environment
- Sound technical advising knowledge to current legislative, industry and corporate standards

**What you'll get in return**
This is a fantastic opportunity to get into an established holistic advice firm. This organisation are committed to helping their employees reach their full potential and will provide great exposure to all aspects of the industry. They have a collaborative and supportive culture with their office located in Perth's CBD.

**What you need to do now**

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

**LHS 297508** #2717971

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