Senior Financial Planner - Bentleigh
- Location:
-
Victoria jobs
- Salary:
- $82 569
- Company:
- Link Recruitment
- Job type:
- Permanent jobs
- Date posted:
- 15/11/2009 03:57
- Job id:
- 45948435
- Contact:
- Melanie Robb
- Ref:
- Totaljobs/3231674-M ELPJ40801
- Bentleigh
- Strong Referral Source / Existing Portfolio
- Retail Clients
Working within one of st1:country-region w:st="on">Australia's leading banking institutions this role gives you the opportunity to deal with their HNW Clients.With a strong internal referral source you are also a sales focused Senior with the hunger for new business.
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In this role you will be working with a portfolio of HNW clients who require a high level of attention.Dealing with complex strategies such as tax, company structures, SMSF's and high level investments you will be critical to managing their portfolio.You will also be required to manage and mentor staff within the team.
To be considered for this role you will come with financial planning qualifications with CFP or Masters course highly regarded.Experience dealing with retail clients is essential along with the ability to building internal relationships with referral sources.In addition you will have the ability to go above and beyond what is required and offer a true beneficial service to the client.
To apply online, please click on the appropriate link. Alternatively, for a confidential discussion, please contact Melanie Robb on 03 8319 1285.
Ref No. MELPJ40801.
LINK Recruitment changed its name to Randstad on 14th September. All that's changed is the LINK Recruitment name - we're the same people, with the same commitment to providing you with access to the best range of career options.
