Salary AUD80000 - AUD90000 per annum + Bonus
Location Western Suburbs Perth
Consultant Charles Linton
Date posted 11 October 2016
This organisation is a rapidly growing financial planning firm that specialises in the provision of tailored advice to a loyal and ever-growing portfolio of private clients. Customer loyalty, competitive pricing and good old customer service has ensured the success of this reputable employer since inception.
In the role, you will provide wealth advice to a large number of refereed clients. This is a referral based business and as such meeting with new clients and aligning their strategies with the product range is vital. As the first point of contact for referred clients, you will thrive in a fast paced client facing role with one of the true “customer-first” teams in Perth. You will focus on in the key areas of Insurance, Estate Planning and Superannuation solutions. This is a rare opportunity to join a business without new business KPI’s or a need for cold-calling.
Key to your success will be your highly personable client services skills, coupled with your technical aptitude for delivering comprehensive financial planning solutions. To be considered, it is a mandatory requirement that you possess (or are close to completing) an advanced diploma in financial planning. In addition, you’ll be well presented, highly motivated and determined to earn an executive-level salary package.
To apply please click apply or call Charles Linton on 08 9266 0915 for a confidential discussion.