Overview
Financial Planner
About us
Wealth Connect Financial Services, member of Titan Advice Group, is a family run financial planning business offering holistic financial planning advice to those who want to live their best financial life. To help with the growth in our business, we are seeking a Financial Planner, recently post their PY year, to join our team in Pottsville on the beautiful Northern Rivers of NSW.
The role
This is an excellent opportunity for someone with 1-2 years of experience in the Financial Planning role, working closely with our client dedicated in-house team, staff, plus you will also be supported, coached by our senior Financial Planner to look after your own panel of clients and provide holistic financial planning advice whilst ensuring clients receive high-quality, personalised solutions and services that are aligned with their financial goals.
Responsibilities
* Service, through client new business and reviews, an existing client base of up to approx. 180 full service clients with the support of our client dedicated in-house team, staff
* Work closely with our client dedicated in-house team to implement client strategies and optimise the clients financial outcomes.
* Provide financial planning advice, including investment advice, pre and post retirement planning, estate planning and insurance advice, to a panel of Wealth Connect Financial Service's clients.
Qualifications
* Minimum of a Graduate Diploma of Financial Planning, FASEA compliance qualifications.
* Experience in delivering financial planning advice to clients.
* Strong people person skills, ability to build rapport etc.
* Ability to develop effective financial strategies, advice modelling etc.
* Great personal attributes i.e. work ethic, honesty, personal drive
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