Senior Financial Planner -

• This is a role not to be passed up!
• Join an established financial education organisation and set up the financial planning division
• 500,000 leads are waiting for you

Our client is Australia's largest private Financial Education Institute. They were created to bring practical, life education to self directed learners. It is through the melding of personal empowerment and wealth strategies that they have been able to deliver an unparalleled holistic education program. In their ten years of operation, they have grown to become a one stop shop for personal and financial empowerment, and have helped educate over 250,000 people worldwide.

An experienced and successful Financial Planner is likely to find this a highly attractive ole, offering the opportunity for growth and further develop an excellent client base and benefit from a highly attractive remuneration package.

Ideally our client is looking for candidates who have the following experience;

· Senior Financial Planner / Senior Advisor with a strong wealth management background

· Strong technically

· Competent knowledge of taxation and SMSF

· Proven track record working in wealth management and wealth creation

· Proven lead conversion

· Development of SMFS structures and set up

In this exciting role, you will be responsible for the development of financial plans and Self Managed Super Funds structures and set up. This is a one to one consulting role where you will work with clients to ensure they are able to meet their future financial goals. In addition to financial planning, you will be integral in the set up of this new service offering as our client has ambitious growth expectations for 2012, they are only looking for the best of the best. Some of your role accountabilities will be;

· Assisting clients to identify and meet their financial goals by conducting review meetings and recommending appropriate strategies, products and service options

· Using financial planning tools and technology to provide ongoing quality compliant advice and documentation

· Providing outstanding client service by building and maintaining effective retention targets

· Demonstrate an ongoing commitment to your own personal and professional development

· Build a team of financial planners

We are only looking for candidates who have the following attributes;

· A passion for building and developing their Financial Planning career

· A passion for wealth creation and personal empowerment

· Proven previous performance in a Financial Planning role

· Demonstrated ability to build and maintain successful business relationships with key clients

· Excellent communication skills

· Strong business acumen, including a demonstrated understanding of factors currently affecting financial services industry

To register your interest in this fantastic opportunity apply online or alternatively call Rodger Beiser of Upfront Recruitment on 03 9095 7117 as this position will not be vacant for long.