Financial Planner

About Money Talk Planners:

Money Talk Planners is a boutique financial services firm with a portfolio of specialist advice services.

Based in Gippsland, Morwell and Phillip Island, we specialise in providing quality tailored financial solutions for individuals, families and businesses.

We help our clients manage, protect, and grow their wealth.

Benefits:

• Competitive salary
• Professional and modern office environment
• Equity opportunity open for discussion

The Role:

Be part of a quality advice award winning business with an awesome committed team delivering real value to clients.

Service existing client base ranging from annual reviews, preparing investment reports and Centrelink updates, prepare strategies and presenting recommendations to clients.

Duties Include:

• Provision of comprehensive Financial Planning to clients including superannuation, investments, retirement, budget and cash flow and government benefits
• Help grow and develop the Financial Planning division
• Meet monthly budgets and key performance indicators
• Liaise with clients, product providers, third party professionals and Centrelink
• Proactively cross sell to the General Insurance division

About You:

• Strong new business focus and business acumen
• Exceptional client relationship and rapport building capabilities
• Client focus key emphasis in provision of advice
• Excellent communication both verbal and written
• Diverse industry and product knowledge
• Well versed in provision of quality, comprehensive advice
• Loves working as a part of a team

Role Requirements:

• CFP accredited or ADFP as a minimum
• Relevant Bachelor's Degree in Financial Planning or similar discipline
• Experience as a financial planner 3+ years

How to Apply:

First Nation Australians are strongly encouraged to apply.

Applications close Monday 11th December 2023

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