Senior Financial Planner Opportunities

1 day ago


Melbourne, Victoria, Australia Five Recruitment Full time
Unlock Your Potential in Financial Planning

We are seeking senior financial planners who are passionate about delivering exceptional client outcomes and are looking to take their career to the next level.

With the ever-changing landscape of the financial industry, now is the perfect time to reassess your career goals and consider joining a dynamic organisation that values expertise and innovation.

Our client, a leading financial services provider, is seeking experienced financial planners to join their team in various locations across Victoria, including the CBD and regional areas.

To be successful in this role, you will need to possess:

  1. A strong track record of delivering high-quality client advice and service.
  2. The ability to build and maintain strong relationships with clients and referral sources.
  3. A tertiary qualification in a relevant field, such as finance or accounting, and a commitment to ongoing professional development.
  4. Excellent communication and interpersonal skills, with the ability to work effectively with clients from diverse backgrounds.

If you are a motivated and experienced financial planner looking for a new challenge, we encourage you to apply for this exciting opportunity.



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