Financial Planning Professional
2 days ago
This is an exciting opportunity to develop a career in financial planning.
You will be working closely with clients and prospects, supporting the adviser with preparation for review and advice meetings, and attending client meetings to develop your skills.
The role encompasses a range of responsibilities including prospecting and supporting senior advisers in vetting new leads and booking initial appointments, as well as developing and presenting comprehensive financial plans tailored to individual client needs and goals.
Key Requirements:
- Completed or on the path to completion of a relevant tertiary qualification and RG146 compliance
- Ability to work well within a team environment
- Excellent interpersonal and communication skills
- Strong attention to detail and ability to prioritise tasks effectively
Benefits include opportunities for career growth and development, mentorship from senior financial planners, competitive salary and benefits package, exposure to a wide range of financial planning strategies and techniques, and a collaborative and supportive work environment.
Continuous learning and training opportunities make this role an attractive opportunity for those seeking a successful career in financial planning.
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