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An industry leader in the provision of high quality financial planning products and advice to their long standing clients both nationally and internationally, they are now seeking the services of experienced financial planners to help maintain and build their business going forward in the next twelve months.
Reporting to the General Manager, you will be able to advise with confidence and steer your clients through the leaner times using their innovative and integrated service offerings including wealth management / creation. It is envisaged you will help your clients realise their future dreams and aspirations whilst also fulfilling your own long term goals. Successful applicants should also possess the following skills: -
- Strong relationship / stakeholder management skills
- Superior negotiating and communication skills
- Proven track record in Financial Planning
- Extensive sales skills
- Ability to dissect and understand complex financial information
- Technical background relating to legislative requirements and product knowledge with the ability to develop sound investment strategies which are specific to the client's needs
In addition to the above you will have completed your Diploma of Financial Planning, RG146 and hold a degree in a finance related discipline. Salary is commensurable on experience and a highly competitive package will be negotiated with the successful applicant.
Interested applicant should forward their resume in confidence to tgoater@lloydmorgan.com.au or call Tom Goater on 02 9225 3702 for a confidential discussion.
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