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Financial Planner

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Estimated
$71,000 - $100,000
Work type
Full Time
Contract type
Permanent
How this job matches you
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Market insights based on all Financial Planner jobs in Sydney NSW
Estimated
$71k - $100k
Market average
$102k
$102k
Market average
$60k
$149k
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Skills
FINANCIAL MANAGEMENT
FINANCIAL SERVICES
Licenses & certifications
FINANCIAL SERVICES

Full job description

As a suitably qualified, Financial Planner/Pension Transfer Specialist employed by bdh Sterling Pty Ltd you will have demonstrable experience in the following activities:

  1. Engagement with new and existing clients to develop a strong working knowledge of their needs and objectives relevant to general advice.
  2. Strong technical knowledge of UK Pension Transfer "rules' and application of these to clients' varying circumstances.
  3. Consider the tax, liquidity, risk attitude and appropriateness of a transfer and the potential ongoing investment/financial management of various positions
  4. Develop appropriate financial strategies
  5. Implementing strategies and ongoing monitoring of suitability.
  6. Reviewing client circumstances and reporting at regular intervals (general advice)
  7. Complete in a timely manner all compliance requirements relevant to the provision of financial advice across both jurisdictions.

The successful application will have relevant UK experience and/or qualifications and be undertaking or prepared to undertake Australian qualifications.  They will have a strong financial services background particularly with UK pension transfers (at least 2 years) and developing skills in the Australian industry with appropriate qualifications being undertaken.

Remuneration will be based on experience with an expected base of $60,000 plus superannuation.

Job details
Date posted
2 Nov 2019
Category
Banking, Superannuation & Finance
Occupation
Financial Planner
Estimated
$71,000 - $100,000
Contract type
Permanent
Work type
Full Time
Job mode
Standard/Business Hours
Industry
Financial Services
Sector
Private Business
Desired education level
Bachelor's Degree
Work Authorisation
Australian Citizen/Permanent Resident
Company size
11 to 50