Senior Financial Planner
Your new company This innovative Newcastle-based company is an industry leader in the Financial Services market. Due to strong growth there is the opportunity for an experienced Senior Financial Planner to really step up their career in a client-focused role. Your new role As a Financial Planner, you are responsible for the development and maintenance of productive client relationships, proactively offering financial advice, products and services to meet their needs.
This role will be focused solely on servicing existing clients- no sales will be required. You will work closely with each individual to understand their situation and goals, to then determine their financial potential and provide personalised, transparent financial advice. What you'll need to succeed You will be a highly experienced Financial Planner with a focus on client service.
This role is not sales based- you will not be responsible for bringing in new clients and there are no sales KPI's. You will need to be technically strong with an expert knowledge of superannuation and the industry overall. To succeed in this role, you will have experience providing personal advice to a range of client profiles, and be no stranger talking to and meeting with clients.
You will be genuine, trustworthy and reliable, and have excellent, clear communication skills, both written and verbal. You'll be passionate about Financial Advice and want to offer fantastic service to your clients What you'll get in return You'll be offered a base salary that is well above market rate, with a host of potential other benefits. Relocation costs will be paid to the right candidate.
Standard hours are 9-5, and working extra hours/overtime is actively discouraged. Overall, you'll have the chance to belong to a high-performing, well-built team of Financial Planning specialists and provide quality advice to clients. What you need to do now If you're interested in this role, click 'apply now' or for more information and a confidential discussion on this role or to find out about more opportunities in Accountancy Support contact Greg Langley at Hays.