About the Company
This leading industry fund has a long history of prioritizing client-centric approach, allowing them to build a loyal and solid client base.
They are renowned for providing exceptional holistic financial advice to diverse clients.
About the Role
In this Financial Planner position, you will be responsible for delivering comprehensive financial advice to new and existing clients.
The advice will be provided face-to-face, and you will compose your own statements of advice.
All leads will be provided, and you will have full administrative support, enabling you to focus on growing your book and delivering high-quality advice.
This role is suitable for experienced Financial Planners with a proven track record, strong commercial acumen, and the ability to foster long-term relationships and convert leads into new clients.
Demonstrated Skills:
* Significant experience working as a Financial Planner
* Current AR status (registered on ASIC)
* Strong relationship-building skills
* Tertiary degree aligned with FASEA education requirements
Benefits:
* Attractive salary package
* Positive work-life balance encouraged with potential flexible working arrangements
* Great career development opportunities
* Fun social events
Qualifications:
* FASEA approved degree