financial planner - industry fund in Sydney CBD

Sydney CBD, New South Wales
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job description

The Company

Industry Leader with a very strong presence and very well regarded brand. They are highly profitable and have been growing for a very long time. They provide a top service to their clients and make sure they are cared for and kept care of. They set high standards for themselves and have top industry technology providing a fast and efficient service for their customers.

The Role

This role will see you working in a collaborative team environment but still have control of your own destiny. You will be given a good base salary but also the opportunity to earn very good commission.

Most clients will be “mom and dad” clients and strategies will be mainly retirement focused. You will have 10 – 12 clients meetings a week all put in your calendar for you so you will be able to focus on the relationship side of the process.

You will write your own SOA’s but these are quite advanced with software so will only take you an hour to do for each.

You will be rewarded well financial for providing a good customer service as well as getting a great satisfaction by putting your clients in a better place.

Your Experience

Minimum of two years experience in a Financial Planner Role

CFP or near completion

Degree qualified

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood at or call (02) 8298 3810


CFP "Financial Planner" "Financial Advisor"
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