Financial Planner

3 days ago


Melbourne City Centre, Australia Fuse Recruitment Full time

Financial Planner
- **Location**:

- Melbourne CBD - Victoria
- **Work Type**:

- Full Time
- **Salary**:

- AU$110000 - AU$120000 per annum + Superannuation
- **Reference**:

- 23310
- Our client is one of Australia’s leading financial services and property advisory firms who have won multiple industry excellence awards and have a strong presence, not only in the industry, but in the community. With the combined experience and wealth of knowledge, our client has a united commitment to helping Aussies of all backgrounds build and maintain strong financial security.

This role would be suited for someone who has 4-5 years’ experience as a financial planner and understands the way to build their success is through relationship building and great outcomes for their clients.

**What you need to be successful***
- FASEA qualified, with experience as a Financial Adviser with knowledge across holistic strategies
- Experience working with SMSF and retirement planning.
- Experience using X-Plan is desirable.
- Excellent communication and written skills
- 5+ years’ experience as a qualified financial planner is essential.

**The Perks***
- Attractive Salary package
- Lively and fast paced working culture.
- Flexible working arrangements
- Join an award-winning full-service firm.
- Paraplanner, Client Service officers and Admin support

**About the role***
- Build positive relationships with the clients, referral partners and colleagues.
- Provide technical advice with complex strategies, high quality financial and risk management advice to clients.
- Consistently seek the best solutions and advice outcomes for your clients
- Be well organised and highly process driven to ensure compliance in all considerations.
- Maintain a strong understanding of the Financial Planning profession, relevant legislation, compliance obligations, strategy and product.

**_At Fuse, we specialise in recruitment for the wealth management industry and actively source for a broad range of established clients. If you are a broking, underwriting or claims professional looking for your next opportunity, we'd love to hear from you_***

**_If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role_***

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