About the Role:
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We are seeking a qualified financial planner to join our team, contributing to the growth of our business. This role involves engaging with an existing portfolio of clients, transitioning relationships and building trust within that group.
Key areas of expertise include investments, centrelink compliance and Xplan usage.
This opportunity offers regularity, support, mentoring and the chance to be part of a growing business from its early stages.
Para-planners and associate planners will be considered and supported in their development.
The role is based fully remotely.
Culture:
Our client has built a successful business through a customer-first approach, fostering a unique and proven culture.
If you can establish rapport with a wide range of people and are motivated to expand your market knowledge, this will be an excellent opportunity for you.
A competitive salary package and bonus structure will be offered to the successful candidate.