Financial Planner – Liverpool – AMP Services Limited – Sydney

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

What’s 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?

To express your interest lick the ‘Apply Now’ button below. For further information, please contact Suzi Kinnane on suzi_kinnane@amp.com.ay or visit our dedicated website: www.homeoffinancialplanning.com.au

Please note: Preferred candidates will be required to successfully complete appropriate assessments, reference and background checks as part of our recruitment process.