Financial Planning Expert

2 weeks ago


Shepparton, Victoria, Australia Superior People Recruitment Full time

**About the Role:**

We are seeking a highly skilled and experienced Financial Planner to join our team at Superior People Recruitment. As a key member of our team, you will be responsible for providing expert financial advice to clients, developing long-term relationships, and growing our client base.

**About You:**

  • You have a minimum of 5+ years' experience in financial planning, with a strong track record of delivering exceptional results.
  • You hold a FASEA-approved degree or pathway and have completed the FASEA exam.
  • You possess excellent business acumen, high ethics, and strong communication skills.

**What We Offer:**

  • A competitive salary package, including a base salary of $120,000 - $180,000 per annum, depending on experience.
  • The opportunity to work with a reputable recruitment agency, with a strong focus on customer satisfaction.
  • A collaborative and dynamic work environment, with a team of experienced professionals.
  • Opportunities for professional development and career advancement.

**Key Responsibilities:**

  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Provide ongoing support and guidance to clients, ensuring they stay on track with their financial goals.
  • Maintain accurate and up-to-date records of client interactions and financial plans.

**Benefits:**

  • 12-month guarantee on all permanent placements.
  • Ongoing training and professional development opportunities.
  • A positive and supportive work environment.

**How to Apply:**

If you are a motivated and experienced financial planner looking for a new challenge, please submit your application, including your resume and a cover letter outlining your relevant experience and qualifications. We look forward to hearing from you



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