Experienced Financial Planner - New Business. International Search Partners. Sydney NSW. Financial Planning (Banking & Financial Services). Full time. Our client is a reputable Financial Planning and Accounting Practice with a strong focus on providing a professional service to their new and existing clients. With locations nationally, the Company has created a new opportunity for an experienced Financial Planner with strong business development skills to drive new business from within the network.  

Your responsibilities will include: Develop relationships and prospect for new business from existing clients and key internal referral partners. Provide comprehensive and high quality advice to clients in a compliant manner. Conduct client meetings and develop appropriate technical advice tailored to your  clients requirements and lifestyle goals. Provide comprehensive advice across all areas including Superannuation & Retirement planning, Insurances, Wealth Creation with access to an extensive APL. Ensure all final documented advice is accurate prior to presentation to the client and/or prospective client. Conduct the Plan Presentation and Client Review Appointments with the Associate Planner and Support staff.

Source new clients to grow client base and generating new business through existing clients and referral partners. Maintain technical knowledge of products and trends in financial planning. Ensure your ongoing training requirements are maintained including CPD Points.

To be successful in this role you will possess: Experienced Financial Planner who enjoys developing new business whilst maintaining existing client relationships. Strong technical knowledge across all areas of advice. Strong communication and organisation skills. Team Player and able to work autonomously. Completed relevant Tertiary qualification. Knowledge of Xplan desirable.

This is a great opportunity to join a reputable company providing flexibility with the opportunity to work remotely from home. You will be well supported administratively with the opportunity to earn a lucrative income.

For further information and confidential discussion contact Shelly on 0413957089 Email your application to s.pokorny@intlsearchpartners.com