
Expert Financial Planner
2 days ago
Job Summary
">As a highly skilled Financial Planner, you will be responsible for providing expert advice to clients on various financial matters. This role involves assisting clients in understanding their financial situation and planning for their future.
">Key Responsibilities:
">- Assisting clients in understanding their financial situation and planning for their future
- Navigating the complexities of investing and planning for retirement
- Helping clients invest their personal wealth in line with their own values
- Providing guidance on government assistance, superannuation, insurance protection, managing debt, self-managed super funds, aged care, socially responsible investing, growing assets, and budgeting
Requirements:
">- Graduate Diploma of Financial Planning or equivalent qualification
- Minimum 11 years of experience in the financial services industry
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
What We Offer:
">- A supportive and collaborative work environment
- The opportunity to make a positive impact on our clients' lives
- Ongoing training and professional development opportunities
Certifications & Awards:
">Rating: 5.00 out of 5 stars
">Number of reviews: 5
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