Financial Planner
3 weeks ago
Lakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers comprehensive financial guidance under the Pareto Group license.
Role Description
This is a full-time, on-site role for a Financial Planner located in Brighton, Melbourne. The Financial Planner will be responsible for developing and implementing financial plans for clients, conducting detailed financial analyses, and providing advice on personal financial planning, retirement planning, and investments. Day-to-day tasks include meeting with clients, reviewing their financial goals, and providing ongoing support and adjustments to their financial strategies.
Qualifications
- AQF7 approved by ASIC/FASEA
- Financial Planning and Personal Financial Planning skills
- Expertise in Finance and Retirement Planning
- Excellent interpersonal and communication skills
- Ability to work independently and collaboratively within a team
- Strong analytical and problem-solving abilities
- Bachelor's degree in Finance, Economics, or related field
- Experience in a financial advisory role is a plus
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
Location: Melbourne, Victoria, Australia | Salary: A$160,000.00–A$180,000.00 per year
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