Financial Planning Positions

Financial Planners Wanted Unique Opportunity To Add To Your Book

Following the successful recruitment drive earlier this year, Infocus Money Management Sydney CBD office is still seeking a further two additional Financial Planners for Sydney plus one for Brisbane and one for Orange to complement and grow our existing team.

Positions would suit former Senior Para planners or any Advisers wishing to establish or gain their own equity and income working within an established client base.

This is a unique opportunity on offer to work with a significant book of long standing clients.

This is a position for the right person who wishes to establish themselves within a small boutique team in the financial services sector and build a business and lifetime of opportunity with a head start of a large established client base to work off.

Planners with an existing client book, or a strong referral source, are encouraged to apply and add to their book.

This position is available for an immediate start, offering a short- or long-term equity opportunity in each and every client successfully serviced.

Excellent office conditions, well-developed infrastructure and support.

A proven track record of our current planners already successfully servicing our client database can be made available.

Role:

  • Provide quality, holistic financial advice
  • Ensure that existing relationships are maintained and enhanced as well as developing new business
  • Ensure that both new and existing clients are provided with sound financial advice
  • Develop new client opportunities for yourself

You will need to:

  • Be qualified (RG146 Compliance is essential). Have relevant industry experience, preferably with specific strength in the areas of Investment, Risk and Superannuation;
  • Have minimum of two years experience with proven performance;
  • Have strong technical skills;
  • Have excellent interpersonal skills and an ability to demonstrate a proven performance record of being able to build, develop and maintain client relationships

Please send details and resume to jeff@alphawealth.com.au