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Financial Planner

  • Diversified financial group

  • Established international brand

  • Attractive salary + bonus

Financial Planner Job. Perth CBD. Attractive salary + bonus.

Your new company
Our client’s culture promotes innovation, balanced with robust risk management, to realise opportunity for their clients, community and shareholders. They are a diversified financial group providing clients with asset management, banking, advisory and risk and capital solutions across debt, equity and commodities. With locations in over 27 countries, opportunities have become available for Financial Planners to join their Perth team.

Your new role

  • Build a strong pipeline of engaged prospective clients.

  • Identify client needs via in-depth discussions in order to meet those needs.

  • Contribute to a strong team environment with collaboration and cross referral activity.

  • Provide sound strategic and transactional advice to clients within the Australian regulatory context.

  • Identify opportunities amongst existing brokerage / transactional client base to introduce our wider suite of services.

What you'll need to succeed

  • Be client-focused, self-motivated and professional.

  • Enjoy establishing rapport with clients, delivering a needs/goals-based discussion.

  • Previous client facing experience. DFP qualified.

  • Have a relevant degree to the Financial Planning industry (Financial Planning, Finance, Commerce, Business, Finance, Accounting, Economics or Legal).

What you'll get in return
On offer is a highly competitive salary package, with a revenue based bonus structure. The opportunity to work for a well-known brand, with a great culture and in a role which has scope for career development and uncapped earning potential. You’ll be supported by a strong team of adviser assistants, as well as technical services, advice design and paraplanning teams. The flexibility to operate in a way that best aligns your business and personal needs.

What you need to do now
Please contact Lynda Challen – Recruitment Consultant of Hays Financial Services on 08 9324 2353 for a confidential discussion or alternatively email lynda.challen@hays.com.au [mailto:lynda.challen@hays.com.au] . If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

Date Posted
Banking & Finance
Perth, WA 6000
Job Type
Full Time, Permanent
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