Description:
Our Client is a boutique accounting looking for a financial planner for regular referrals. Base can be Wollongong or Southern Sydney, with some flexibility to work from home.
Key responsibilities:
- Build sound relationships with existing and new clients and provide sound financial advice based on understanding their circumstances
- Cultivate internal and external referral opportunities
- Provide referrals to other professionals within the business
- Identify and implement other opportunities for business growth.
Our successful candidate will be able to demonstrate the following selection criteria :
- An approved financial planning qualification
- Proficiency in Word, Excel and Outlook
- High-level research and analytical skills
- Excellent communication skills and relationship management approach
- A strong service and compliance orientation
- Results orientation
- Sound time management and the ability to manage work to deadlines
- Excellent attention to detail
- The ability to work collaboratively with others to achieve common goals.
To be considered please address the selection criteria in a cover letter and send it through with your current resume.
A competitive remuneration package can be offered for the right candidate.
All candidates will be advised of the outcome.
18 Mar 2025;
from:
uworkin.com