CAREERS

 

Working at Lanyon Partners is different. It’s the way we think and the way we work as a team to respond to our clients needs. We make you feel part of our team, we value your contribution and give you the support to enable you to realise your potential and reach your personal goals.

 

We are always looking for talented and enthusiastic people to join our team. If you think that Lanyon Partners is a good fit for you then please fill out the form to the right and attach your resume (either as a Word or pdf document) for us to review.

 

If we like what we see we will be in touch.

Current Vacancies

Financial Planner / Relationship Manager

The Role

You will take responsibility for and develop strong relationships with a portfolio of existing Lanyon Partners clients. By delivering exceptional service through our “Client Engagement Process” you will become a Trusted Adviser for our clients and their family.

 

While you will be the main contact for your client base, you will have the support of an administration and para-planning team to meet the needs of your clients.

 

You will be responsible for:

  • Day to day client management and service;
  • Facilitation of annual reviews, including strategic and investment advice;
  • Facilitating the preparation and quality check of new business proposals and SOAs;
  • Working with the administration team to ensure timely implementation of new and ongoing workflow;
  • Development of new business opportunities from internal and external referral sources;
  • Actively promoting other Lanyon Partners services;
  • Ensuring all of your client files are compliant with the licensee standards.

 

As a senior member of the Private Wealth team you will assist with our Investment Committee and contribute to the development of our model portfolios, including the research of direct shares, managed funds and other assets.

 

You

We are seeking a Financial Planner who is passionate about delivering outstanding service to clients and will aim to exceed their expectations.

 

To be successful in this role you will also have:

  • At least 3 years’ experience as a Financial Planner;
  • Experience in managing client relationships;
  • CFP Qualification or studying to complete;
  • Tertiary education in a related discipline;
  • Ability to demonstrate you are a team player;
  • Excellent problem solving abilities and a high level of numeracy;
  • Ability to work to tight timeframes with competing priorities.

 

If this is you, please click here to apply through SEEK.

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