Financial Planner
About the companyThis highly regarded and well-established leading industry fund has been established for many years and... more info
Certified Financial Planner
Salary:
80.00 - 100.00
Posted:
14-03-2025
Category:
Corporate Finance Strategic Planning
Newcastle,
Job Description
At Honeywell Capital, our clients are at the centre of our financial planning service. We are unmatched in our ability to tailor financial objectives while managing risk along the way. As we expand, we are seeking a skilled Financial Planner to join our team and contribute to our continued growth. The Role As a Financial Planner at Honeywell Capital, you will play a critical role in servicing our existing client base while also developing new client relationships. Working closely with our in-house economics team and paraplanning team, you will provide holistic financial planning advice, ensuring that clients receive high-quality, personalised solutions aligned with their financial goals. Key Responsibilities Provide comprehensive financial planning advice, including wealth management, retirement planning, estate planning, and insurance advice. Service an existing client base with a team of associates while developing new business opportunities. Collaborate with our in-house team of investment managers, economists, and paraplanners to implement client strategies and optimise investment outcomes. Qualifications Holds a current CFP. A minimum of a Graduate Diploma of Financial Planning and FASEA compliance qualifications. Experience in providing financial planning services to clients. Excellent communication skills, with the ability to build and maintain long-term relationships. Demonstrated ability to analyse financial information and develop effective financial strategies. Familiarity with planning software. For more information or to apply, please send your resume and a cover letter to . Seniority Level Entry level Employment Type Full-time Job Function Finance and Sales #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 14-03-2025
Category: Corporate Finance Strategic Planning
Newcastle,
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