Investment Planning Professional
4 days ago
Job Description
We are seeking an experienced Financial Planner to join our team at CANDOR Recruitment.
This role involves taking over an existing book of clients with the support of an experienced back office team. You will be responsible for managing client relationships, providing quality advice on complex decisions, and working closely with staff for performance management, development, and succession planning.
Key responsibilities include:
- Managing an existing book of clients and growing the client base by working with referral partners.
- Ensuring the Administration team have all necessary information and documentation to implement approved financial strategies from Statements of Advice (SoA).
- Providing quality advice on complex decisions and working closely with staff for performance management, development, and succession planning.
We are looking for someone with 3 years financial planning experience, a solid understanding of essential financial planning areas, including superannuation, investments, insurance, and Self-Managed Super Funds (SMSFs). Excellent interpersonal skills and the ability to explain complex financial concepts in simple terms are also required.
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