Strategic Financial Planning Specialist

2 days ago


Shepparton, Victoria, Australia Superior People Recruitment Full time

About Us

As a leading recruitment agency, Superior People Recruitment prides itself on providing exceptional service to our clients. We are currently seeking an experienced Financial Planner to join our team.

Job Summary

We are looking for a skilled and motivated Financial Planner to provide expert financial advice to our clients. The successful applicant will have a strong background in investment, superannuation, retirement, and insurance planning.

Key Responsibilities

  • Develop and implement comprehensive financial plans for existing and new clients;
  • Provide expert advice on investment strategies, superannuation options, and retirement planning;
  • Build strong relationships with clients to understand their financial goals and objectives;
  • Stay up-to-date with the latest industry trends and legislation to ensure compliance;
  • Collaborate with colleagues to achieve business targets and objectives.

Requirements

  • A degree approved by FASEA or completion of a FASEA-approved pathway;
  • Completion of the FASEA exam;
  • Minimum 5 years of experience in financial planning;
  • A current and unrestricted driver's licence.

What We Offer

The successful candidate will be offered a competitive salary package, including:

  • An estimated annual salary of AU$120,000 - AU$150,000 depending on experience;
  • Ongoing training and professional development opportunities;
  • A supportive and collaborative work environment;
  • Potential for career advancement and growth within the company.

How to Apply

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application through our website at https://www.superiorpeople.com.au/vacancies.



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