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Financial Planner - Accounting Firm

Employer
Five Recruitment
Location
Hobart, Australia
Salary
Competitive Salary
Closing date
Aug 12, 2021

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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Unique opportunity for an experienced financial planner to work in an established accounting practice with offices in Hobart, Devonport & Launceston.
Our client is totally focussed on putting its relationships with its clients first: If you get this right, everything else will flow from there. This culture is not for financial salesman, its for a financial planner who understands advice, who is driven to succeed, and who wants the right team environment to work within.

With a very lucrative patch, an opportunity is available in either Hobart, Launceston or Devonport to step in and build a portfolio of existing clients, and maximise the referrals that are also available.

To be successful in this type of role, you will need to be able to demonstrate the following:
  • Proven ability to build and run a portfolio of clients, and the drive, ambition and motivation to do so.
  • Exceptional relationship management skills, and the ability to build authenticity with both internal and external referral sources
  • A commitment to continuous learning and development, with Fasea qualifications as a minimum
  • Strong commercial acumen, and an understanding of the behaviours required to help build a successful book of business.
If you have the right attitude, and the experience required to be credible and authentic in this space, then opportunities like this do not come on to the market often.

To have a confidential discussion about this role or other investment and financial advisory opportunities with a trusted advisor, please call Mark Fradkin on 0417 112 220. Alternatively you can send your application directly online.

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