Financial Planner

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Overview

The primary role of the Financial Planner (“FP”) is to provide independent and appropriate advice to The Hopkins Group (“THG”) clients for investment, superannuation, and wealth protection and creation.

It is important the FP possesses all the skills required and is knowledgeable about the range of investment services provided by THG, especially financial advisory services.

Reporting Relationships

The FP reports directly to the Head of Advice and also has a close working relationship with the other FPs, the financial service administration team and other advisers at THG.

Specific Accountabilities and Responsibilities

The FP's main responsibilities include, but are not limited to;

Other Expectations

The Hopkins Group Philosophies, Goals and Objectives

Prerequisites and Qualifications

Performance Standards

The work performance of the FP will be evaluated on the basis of the following criteria:

Applications must include a Cover Letter addressing the above qualifications, experience and knowledge. Please attention your application to Durham Kenigsvalds.

Due to the volume of applications anticipated, only shortlisted applicants will be contacted.

Please apply here.

Recruitment Agencies: Thank you for taking the time to read this position description, but please no calls at this stage.