Financial Planner



An established yet fast-growing firm seeks an ambitious and hungry Advisor. Follow up company-generated leads, as well as build your own client base. Woods & Co has partnered with an established yet fast-growing Financial Planning firm.

Located in Surrey Hills in Melbourne's east, the firm requires an experienced Financial Planner to follow up a heap of company-generated leads, as well as build their own client base in the long-term. Successful candidates will have the necessary tertiary qualifications, excellent communication skills, and the ambition and hunger to build a long-term career in the industry. What's in it for you? $70,000 - $80,000 super commission phone & car allowance A company that rewards its employees for their hard work Generous commission structure and client ownership Partnership opportunities down the track Heaps of company-generated leads in the short-term Build your own client base and receive huge commissions for doing so What do you do? Setup SMSF with clients Recommendation of insurances Rollover of superannuation Manage investments Utilise X-Plan Provide reviews and ongoing support to clients Down the track, build your own client database (rewarded accordingly) What do you need? Relevant tertiary qualifications (RG146, etc) Experience in General Insurance underwriting Experience around superannuation Outstanding communication, written and verbal Ambitious, hungry, ready to convert leads and earn commission.

Woods & Co Recruitment
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$70k - $80k + Super + Commission + Car Allowance


15 Oct 2019


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