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Expert Financial Planner Wanted
3 weeks ago
This role offers an experienced Financial Adviser the chance to provide comprehensive, independent financial planning advice on a 4-meeting engagement basis.
The ideal candidate will be able to generate leads and benefit from full administrative and paraplanning support.
Key Responsibilities- Deliver comprehensive, independent financial planning advice over a series of four meetings.
- Generate business leads and receive comprehensive administrative and paraplanning support.
- Maintain excellent interpersonal and communication skills during client Zoom meetings.
- Hold ASIC registration and possess at least 3 years' experience as a practicing financial adviser.
- Possess a relevant university degree qualification (post-graduate qualifications are highly regarded).
- Demonstrate in-depth knowledge of superannuation, retirement planning, and Self-Managed Super Funds (SMSFs), as well as a solid understanding of estate planning, trusts, and companies.
