- $70-90k + super + bonus
- Existing book of HNW client base
- Opportunities within Private Wealth and Retail Institutions
THE COMPANY:
Marks Sattin are currently working with clients who have a strong presence in the private wealth and retail institution space. These are well known brands who can provide you with ongoing mentoring and opportunities to further develop your financial planning career.
THE OPPORTUNITY:
Due to new business development, we are looking for experienced financial planners who are looking for that next opportunity. Some of the key responsibilities in these roles include:
- Ongoing review, monitoring and generation of new advice opportunities
- Provide clients with accurate information and guidance and identify short and long-term wealth strategies to help them develop and manage wealth.
- Increase revenue through acquisition of new clients or up-selling to an existing clients
- Build effective working relationships within the immediate team and referral partners
YOUR DETAILS:
- 3 or more years in a financial planning role
- Relevant industry qualifications incl. RG146 and DFS/ADFS completion.
- Proven track record of high performance and results
- Experience in wealth creation, risk and SMSF strategies
- Enthusiastic, Positive and ability to build new relationships
CONTACT DETAILS:
To apply, please send your CV quoting reference #15446 by clicking on the appropriate link, or for more information or a confidential discussion, please call Prashant Iyer at Marks Sattin on +61 03 8677 6700.