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Recruitment Company - Ultimate Recruitment

• Visionary Organisation - Northside Location.
• Challenging and Rewarding Position.
• No Selling or Cold Calling - only Warm Leads!

Our client is a visionary and progressive and evolving financial planning organisation. They offer personal financial services and mentoring that is holistic and ethical to create financial independence and understand for their clients. Their philosophy encourages direct investment in all major asset classes and their service also provides comprehensive information and advice.

With scope for professional growth and exposure to a range of clients, strategies and structures, our client is offering an exciting opportunity for an experienced Financial Planner. As they are already an established and reputable organisation, there is no selling or cold calling in this role, just warm leads waiting to be converted.

To be successful in securing this role you will be:

An experienced Financial Planner with a proven track record and relevant educational qualifications;

Knowledge of financial markets, cycles and wealth creation and an understanding of and experience with SMSF structures, Taxation, Estate Planning and/or Insurance;

• An understanding of the principles of direct investment in both property and shares;
• A confident approach to your work;
• Strong client focus; and
• Excellent presentation and communication skills.

For a confidential discussion, contact Donna Rosenberg on 07 3369 8266. donna@evansemr.com.au