Financial Planner

3 weeks ago

Sydney, New South Wales, Australia MAYDAY Recruitment Group Full time
Join Our Team as a Financial Planner

MAYDAY Recruitment Group is excited to partner with a leading Australian life insurer to offer comprehensive life insurance and other covers while providing exceptional personal service.

As a Financial Planner, you will work closely with our Wealth Maximiser product, coaching customers using statements of advice generated from our platform. Your role will be to help customers follow their strategic plan and achieve their financial goals.

What We Offer:

  • A part-time position with flexible hours, ranging from 5 to 15 hours per week, depending on customer needs
  • A competitive hourly rate of $60.00 to $70.00, plus superannuation
  • Lovely offices located in the Sydney CBD, with the option to work from home
  • A collaborative and supportive team environment
  • Opportunities for growth and professional development

The Role:

  • Work with the Wealth Maximiser product to coach customers using statements of advice generated from our platform
  • Utilize your previous experience in financial planning to enhance the delivery of the Wealth Maximiser service and provide positive customer interactions
  • Collaborate with a dynamic team to make a real impact in customers' lives

Requirements:

  • Compliance with FASEA requirements
  • Authorisation to provide tax advice
  • 5+ years of experience in advising retail clients
  • Willingness to comply with CPD requirements
  • Strong customer management and communication skills

Apply Today:

If you are a motivated and experienced financial planner looking for a new challenge, please apply today.

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