Financial Planner

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Description

As a suitably qualified, Financial Planner/Pension Transfer Specialist employed by bdh Sterling Pty Ltd you will have demonstrable experience in the following activities: Engagement with new and existing clients to develop a strong working knowledge of their needs and objectives relevant to general advice. Strong technical knowledge of UK Pension Transfer "rules' and application of these to clients' varying circumstances. Consider the tax, liquidity, risk attitude and appropriateness of a transfer and the potential ongoing investment/financial management of various positions Develop appropriate financial strategies Implementing strategies and ongoing monitoring of suitability.

Reviewing client circumstances and reporting at regular intervals (general advice) Complete in a timely manner all compliance requirements relevant to the provision of financial advice across both jurisdictions. The successful application will have relevant UK experience and/or qualifications and be undertaking or prepared to undertake Australian qualifications. They will have a strong financial services background particularly with UK pension transfers (at least 2 years) and developing skills in the Australian industry with appropriate qualifications being undertaken.

Remuneration will be based on experience with an expected base of $60,000 plus superannuation..

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Posted

17 Nov 2019

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