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Financial Planner


Location: Perth
Viewed: 5
Date Posted: 03/11/2009
Ad ID: 395699319
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Our client, a leading Financial Planning organisation is currently offering an excellent opportunity to an experienced Financial Planner to join their Bunbury team.

Taking over an existing portfolio of High Net Worth Clients the successful Planner will be charged with providing initial strategic advice to clients and provide ongoing reviews. You will also be responsible for the development of new business through strategic networking.

To be considered for this role you must be able to fulfill the following:

  • ADFS or CFP qualified
  • A minimum of 3 years financial experience with demonstrated experience of dealing with high net worth clients.
  • Ability to network and develop business beyond the day to day leads.

This role offers an excellent opportunity to work for a professional organisation in a key role offering tremendous opportunity for future development. A great salary is on offer along with a highly attractive commission structure.
 
To discuss the role in more details, please call Tania Kennedy on 08 9324 2353 or email your application to exec.perth@hays.com.au

To apply for this job, visit MyCareer.com.au

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