About {company}
{company} is a highly regarded and well-established leading industry fund that has been at the forefront of providing holistic financial advice to clients for many years.
With a client-centric approach, they have developed a solid and loyal client base, which continues to grow due to their exceptional service and expertise.
About the Role
The Financial Planner role involves providing face-to-face holistic financial advice to new and existing members of the funds. This will include writing statements of advice, leveraging all provided leads, and receiving full administrative support to focus on building relationships and converting leads into new clients.
This position suits experienced Financial Planners with a proven track record of success, strong commercial acumen, and excellent relationship-building skills, allowing them to build long-term relationships and drive business growth.
Demonstrated Skills and Requirements
Successful candidates will possess:
* Extensive experience working as a Financial Planner
* Current AR status (registered on ASIC)
* Strong relationship-building skills
* A tertiary degree aligned with FASEA education requirements
Benefits
{company} offers an attractive salary package, encourages a positive work-life balance with potential flexible working arrangements, and provides great career development opportunities, including fun social events.