Financial Planner

2 weeks ago

Canberra, Australia Approach Consulting Full time

Large, recognised brand
- Various experience levels considered

Approach are seeking experienced Financial Planners to join our client's team in Canberra. Join a globally recognised brand, that values there employees and clients, and provides numerous benefits. As a Financial Planner, you will be responsible for providing financial advice and creating personalised financial plans for our clients.

**Responsibilities**:

- Meet with clients to assess their financial needs and goals, and develop customized financial plans.
- Recommend investment strategies, products and services to clients.
- Monitor clients' financial plans and portfolios, and provide ongoing advice and support.
- Stay up-to-date on industry trends, regulations and best practices.
- Work closely with other members of the team to deliver exceptional service to clients.
- Conduct a comprehensive analysis of clients' financial situation, including income, expenses, assets, and liabilities

**Requirements**:

- Bachelor's degree in Finance, Accounting, Business or related field.
- Minimum 3-5 years of experience in financial planning and investment management.
- Relevant certifications
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Strong analytical and problem-solving skills.
- Experience with SMSF (Self-Managed Super Funds) would be an advantage.

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