As an industry leader in the provision of high quality financial planning products and advice to their long standing clients both nationally and internationally, this iconic brand are now seeking the services of an experienced financial planner to help maintain and build their business.

Reporting to the General Manager, you will be able to provide holistic and unlimited advice to a broad client base including HNW clients whilst benefiting from an exceptional support team and infrastructure. It is envisaged you will help your clients realise their future dreams and aspirations utilising their innovative and integrated services offering, including wealth management /creation, whilst also fulfilling your own long term goals.

• Successful applicants should also possess the following skills: -
• Strong relationship / stakeholder management skills.
• Superior negotiating and communication skills.
• Proven track record in Financial Planning.
• Extensive sales skills and exceptional client focus.
• Ability to dissect and understand complex financial information.
• Technical background relating to legislative requirements and product knowledge with the ability to develop sound investment strategies which are specific to the client's needs.

In addition to the above you will have completed your Diploma of Financial Planning and ideally hold a degree in a finance related discipline. Salary is commensurable on experience and a highly competitive package will be negotiated with the successful applicant.


Interested applicant should forward their resume in confidence to rcave@alliancerecruitment.com.au or call Richard Cave on (07) 3051 3602 for a confidential discussion.