Financial Planner

3 weeks ago


Melbourne, Australia Berritta Consulting Full time

Fantastic growing company with extensive referral networks
- Supportive management team to work together for you to achieve your career goals
- Excellent bonus and incentive structures
- Long term opportunity of partnership or setup up your own business with the companies support
- Client base provided to build from further

Our client is a fantastic Financial Services dealer group with 4 offices Australia wide.

They have a great team culture and are big on developing their staff due to expansion plans.

We are currently recruiting a Financial Planner to work as part of a growing team with path to partnership.

You will be allocated a small client base to cover overheads / salary and then full referral support to build the book further.

Our client is big on rewarding their team and have a bonus structure in place for all staff.

**About the role**:
Conduct client meetings with new and existing clients.

Manage a book of clients.

Develop your client base through referrals and business development.

Provide holistic financial advice.

Mentor staff who are going through their Professional Year.

**About you**:
5+ years’ experience

Ability to multitask and good organisational skills

High attention to detail

Salaries are dependent on experience. Please send your resumes to Gemma Peachey.

**Salary**: $130,000.00 - $150,000.00 per year

Schedule:

- 8 hour shift

Work Location: In person


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