Financial Planner - Liverpool (AMP Financial Planning) Excellent opportunity for developing Planner Service and review focus Scope for real long-term growth A little bit about us: Based in Liverpool, this growing Practice has built its success on providing value-adding advice and services to a large book of Corporate Super clients. Priding itself on its customer centric ethos, strong business principles and a commitment to good old-fashioned customer service this business is on track for many successful years to come. The job: Working closely with already established clients this role will predominantly focus on review and servicing work of existing whilst identifying additional needs. In this role you will work with clients in a holistic manner spanning super, risk, debt. This practice is also accredited in SMSF – so if you have the skills, exposure and interest in this field this could be a great development opportunity for you. Working in a client centric environment – it is expected of you to provide top-notch customer service and support. This role will require you to visit clients in their workplace and at times in their homes. Specifics of the role include; Provide financial planning, investment and personal risk advice to clients and deliver to agreed service levels Deliver marketing strategies and Business Development initiatives Develop & present financial plans Respond to client inquiries and undertake all account management tasks Support snr planner and customers with administrational and implementation related undertakings as required Your skills and expertise: This role will suit a still developing Financial Planner (1-2 years experience) looking for a friendly and professional environment in which you will have the ability to further learn and develop under the guidance of a Senior Planner. In order to be considered for this role you will be able to display: Professional level communication skills A clear commitment to your customer and a strong customer ethos Willingness to learn A proven background in inspiring clients to action Strong administrative and organisational skills RG146 or DFS mandatory, Mortgage and SMSF accreditations desirable Full Drivers License Whats in it for you? Working with this practice will allow you to develop your career in Financial Planning in a professional and caring environment. There will be ample support, a genuine commitment for you to become a long-term partner in the business - all in a timely enough fashion. In addition this is a highly organised business with well-developed infrastructure and support functions, great offices in an accessible location. What are you waiting for? seek.au/job/27275379
Posted on: Tue, 16 Sep 2014 03:40:00 +0000
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