We are seeking a qualified financial planner to lead our financial planning division.
Applicants, ideally will be:
Degree qualified in a finance related discipline, DFP, ADFP, or CFP qualified
RG 146 compliant and will have 2 - 3 years experience in a similar role and be technically focused.
Experienced with preparing Statements of Advice and using financial planning software.
Able to demonstrate attention to detail as well as excellent communication and interpersonal skills.
Able to demonstrate an ability to identify and secure new business opportunities.
Self motivated, driven and passionate about the financial planning industry and the process around giving advice.
Applicants must
Be able to build strong relationships with our established clients and provide individual strategies to suit their needs.
Actively leverage and create new opportunities off referral networks
Offer a holistic service to clients encompassing superannuation, investment planning and risk insurance advice.
Be able to work in a team environment
An attractive remuneration package will be negotiated dependant on experience and qualifications.
Base salary + Super + Uncapped commission + Equity participation
Applicants should submit resume plus covering letter outlining experience to either:
Applications close 31st July 2010
Financial Planner
PO Box 681
Kempsey NSW 2440
Or
Email
doug@wrightsca.com.au