Financial Planner - Existing Book and Constant Referrals
Perth

  • Excellent opportunity for financial planning hunter
  • Earn bonuses from the 1st Dollar
  • Established client base and huge referral network

Are you a financial planner with a hunter mentality and strong sales skills? This is the opportunity to join a well established and highly reputable Home Loan business.

As a proven Financial Planner your primary function will be to advise the large existing client book and turn the constant and qualified referral stream into revenue. This is a fast growing mortgage broking group that is adding a financial planning arm to their business after substantial growth in 2011.

This mortgage broker is part of a national dealership group and therefore you will benefit from the support and career development opportunities you would associate with a large institution. The opportunity also exists to buy into the business and receive a share of ongoing revenue.

This role offers a competitive salary and bonuses starting at the 1st dollar of revenue. This financial planning role is for a driven and focused financial planner that has a proven record of meeting revenue targets.

The primary requirements are strong, proven sales experience, unquestionable ethics and financial planning qualifications. This is an opportunity to write your own bonuses!

Other elements that will add value to your application will include:
  • DFP or working towards ADFP
  • Hitting compliance targets
  • Knowledge of a wide range of financial products including risk, super, SMSF, tax, etc
  • Strong relationship building skills

If you consider yourself to be a top financial planner then click Apply now. Or call Chris Daw on 6466 3800.

Industry: Other Sector: Private
Profession: Banking & Finance Work Type: Full Time
Role: Financial Planning
Reference Number: JX/1PDAW31393
Nearest Transport:
Contact Details:Dene Ramsden 08 6466 3800
7 February 2012

Only People with the right to work in Australia / New Zealand may apply for this position.

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