+60d ago

Financial Planner


Base pay $120k - $130k
Permanent Standard/Business Hours
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Full job description

Your new company

Your new company mission is to get access to world leading financial solutions that will assist to work with you from start to finish and to guide through the process.

Your new role

The purpose of the role of Financial Adviser is to source and introduce potential new clients and convert leads into ongoing retainer clients by providing valued, financial planning advice, whilst delivering on the service standard agreed with each client. The focus is to generate and develop new business opportunities by identifying potential clients through referrals, networking and marketing channels. duties that you will be responsible for include:

  • Generate new business in agreed target markets through various networking activities including
  • managing relationship between the practice and referral sources
  • Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity
  • Manage and build relationships with clients
  • Conduct client reviews for allocated clients
  • Achieve agreed annual sales targets with initial revenue and recurring revenue with respect to funds
  • Contribute to the establishment of the practice annual sales targets
  • Attend and provide support for marketing activities
  • Ensure professional knowledge and expertise continues to be enhanced by attending appropriate courses and/or workshops
  • Maintain product, technical and compliance knowledge/requirements in accordance to the practice and industry guidelines
  • Participate in activities that ensure that an up-to-date understanding of financial planning practice is maintained

What you'll need to succeed

Your previous experience in a similar role within this area will lead to your success, as will:

  • Tertiary qualified
  • DFP or CFP qualifications
  • RG146 Compliant
  • Minimum two year’s front line sales or business development experience
  • High level of commercial acumen
  • Previous experience in a financial planning environment
  • Sound technical advising knowledge to current legislative, industry and corporate standards

What you'll get in return
In return for your dedication and hard work you'll be rewarded with:

  • Attractive salary
  • West Perth Location
  • Work in Friendly team
  • Flexible working arrangements
  • Working for an establish company

What you need to do now

If you’re passionate about this role, click ‘apply now’ or for more information and a confidential discussion or to find out about other opportunities in Banking contact Rory Jackson at Hays on 08 9265 9133 or email Rory.Jackson@hays.com.au

At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from diverse backgrounds to apply.

LHS 297508 #2611170

Pay comparison
Market average based on all Financial Planner jobs in Perth WA
Above avg. range
$120k - $130k
Market average
Market average
This job pays above average

Job details
Date posted
12 Feb 2022
Banking, Superannuation & Finance
Financial Planner
Above avg.
$120k - $130k
Work type
Job mode
Standard/Business Hours

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