Your job search found 2 Jobs with job title "Certified Financial Planner"
Have you got a background in giving advise on SMSF, family...
The CompanyMy client is one of the largest and most respected financial services companies in Australia. Their branding and place in the market is second to none They pride themselves on the quality of their service they provide to their loyal customer base. They have access to a wide range of resources, in fact they are an Australian iconThe RoleDue to a recent reorganisation of the division my client has now requires the services of a strategy planner to work within the Private Wealth area. This position is quite unique in the fact that you work as part of a team towards common goals, client satisfaction. The team itself is focused giving advice to HNW clients that have 2.5 million dollars worth of investable funds and or $250,000 of income, so you can see they have set their goals high, but this division is going places and you could be part of this growing area
The PersonTo be successful in securing this role you will have at least 5 years experience as a Financial Planner advising clients in the HNW area, which will include SMSF and trusts and estate planning. Not only that you will be a rainmaker, not afraid to pick up the phone and lead from the front. You will also be at least ADFP or CFP qualifiedWhat awaits you is a great base salary, plus an industry leading bonusSo if you believe you have the skills to secure this great position with endless career opportunities please click on the apply button, or call Trevor Weston for more information 02 8244 8419
To be eligible to apply for this position you must have an appropriate Australian or New Zealand work visa.
