Financial Planning Analyst

Work with the best!
Career Growth + Further Educational support
Circa $75K package + bonus + Income Protection Insurance

Did you choose Financial Planning to make a difference to people’s lives??
…Then this is the company, a superb role and the best expertise to work with!

Our client is renowned for their excellence in client service in the Financial Planning industry, with a healthy and growing base of high net-worth individual clients, providing promising career growth opportunities. With their tailored solutions and a coaching approach to Financial Planning they have proved themselves to be one of the best! We are looking for a Planning Analyst to join their cohesive and vibrant team of professionals.

Reporting to the COO, you will be responsible for preparation of new (and review of existing) Advice Plans for high net-worth individuals, building financial planning strategies and providing ongoing service to existing clientele. This will call for your involvement from the briefing stage to the presentation and the execution of plans.

With a minimum of 2 years experience in Financial Services under your belt, preferably in Financial Planning, you have polished your skills in building long-term relationships with new and existing clients. You have excellent communication skills – both verbal and written and strong analytical aptitude. A relevant tertiary qualification is essential and you are likely to be in the advanced stages of completing your DFP, with an intention to complete your CFP.

You are respected as a natural in making it happen – probing, planning and executing with a methodical, proactive and analytical approach, meticulous attention to detail, excellent time management skills and maturity of attitude. Paramount to the success of this role is your desire for providing top notch client service!

This is a terrific opportunity to play an integral part in this dynamic team and take ownership for your career growth! This company has a caring and supportive culture where people are acknowledged for their achievements! If this sounds like where you would like to be and you would like to know more then please apply below and submit your resume to Liz Newman at Acumen Human Capital on lizn@acumenhumancapital.com.au.

If you would like to apply for this position, simply fill out your details here, enter your name in our reply box, attach a copy of your CV and click on the button to submit.

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Email via the link below.
Phone: 02 8440 8551

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