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Financial Planner
3 months ago
- Work/Life Balance
- Up to $120K, 25 years planning experience required
Our client is a leading Superannuation Industry Fund, with a commitment to its members to provide quality advice that will make a difference in their lives.
With growth within the Advice division, an opportunity has arisen for a capable, experienced planner to join a highly professional, close-knit team.
To be considered for this role, you must be able to demonstrate:- Strong technical skills, and experience across all aspects of financial planning and superannuation advice.
- A member focused attitude, this is not a role for a "salesman", it is for someone who deeply believes in service provision and fee for service advice.
- A background in the provision of holistic advice, with appropriate FASEA qualifications.
- Build technical knowledge of the advice strategy
- the members have unique opportunities within their fund, and you will become well versed with these nuances;
- Provide ongoing service reviews to proactively monitor members' status against the backdrop of changes in the investment and legislative environment;
- Service a membership who appreciate your work and value your service; and,
- Work within a close knit team where knowledge is shared openly and regularly to ensure that the members get the optimum outcome.
Roles like this are rare in the market, and represent a fantastic opportunity to work in a supportive, team driven environment where members' needs and requirements are always first and foremost.
