Cultivating Expertise in Wealth Management

6 days ago

Melbourne, Victoria, Australia beBeeExpert Full time $100,000 - $120,000

Financial Planning Opportunity

We are seeking a skilled Financial Planner to join our full-service firm in Melbourne. The ideal candidate will have 4-5 years' experience as a financial planner and possess excellent communication and written skills.

Key Responsibilities:

  • Build positive relationships with clients, referral partners, and colleagues
  • Provide technical advice on complex strategies and high-quality financial and risk management advice to clients
  • Consistently seek the best solutions and advice outcomes for clients

Requirements:

  • FASEA qualified with experience as a Financial Adviser
  • Knowledge across holistic strategies, SMSF, and retirement planning
  • Experience using X-Plan is desirable

Benefits:

  • Attractive salary package
  • Lively and fast-paced working culture
  • Flexible working arrangements

About Us:

We specialise in recruitment for the wealth management industry and actively source for established clients. If you are a professional looking for your next opportunity, we'd love to hear from you.

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