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April

Technical Advisor

Hays Accountancy & Finance - Newcastle, NSW

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

Your new company
This innovative Newcastle-based company is an industry leader in the Financial Services market. Due to strong growth there is the opportunity for an experienced Senior Financial Planner to really step up their career in a client-focused role.

Your new role

  • The Role Is A 50/50 Split Between Being Client Facing and Para-planning
  • Managing A Portfolio Of 60
  • Preparing Advice Documents, Including Annual Advice Documents
  • Reviews
  • Para-planning
  • Financial Planning; Tax, Super, Cash Flow Management, Centrelink, Debt Management, Estate Management
  • This role will be focused solely on servicing existing clients- no sales or lead generation will be required
  • Thoroughly involved in decision making
  • Advising from the front
  • Communicating with stakeholders across a variety of locations
  • This is a very service focused role

What you'll need to succeed

  • Technically focused
  • Advanced Excel and Word experience
  • Strong client focus, with the ability to effectively communicate with various stakeholders (internal and external)
  • Diploma in Financial Planning or relevant tertiary qualification
  • Have completed or be on track to complete FASEA educational requirements
  • Enjoy learning and development
  • Must be adaptable
  • You'll be passionate about Financial Advice and want to offer fantastic service to your clients
  • 4 + Years experience
  • Must have the ability to map out results
  • Ability to crunch numbers and scenarios
  • Compilation of raw data

What you'll get in return

  • Great work life balance. Standard hours are 9am - 5pm and working extra hours/overtime is actively discouraged
  • Overall, you'll have the chance to belong to a high-performing, well-built team of Financial Planning specialists and provide quality advice to clients
  • Fantastic Career development
  • Newcastle Location, with parking, close to CBD and public transport
  • Annual salary reviews

What you need to do now
If you're interested in this role, contact Roxann Bentley at Hays [email protected] or call 02 4925 3990.

LHS 297508

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