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Financial Planning Specialist

2 months ago

Australia Randstad Full time

About the Company

This highly regarded and well-established leading industry fund has been a prominent player in the financial services sector for many years, with a strong commitment to delivering exceptional client-centric solutions. Their client-centric approach has enabled them to develop a loyal and satisfied client base, built on trust and a deep understanding of their clients' needs.

As a leading industry fund, they have established a reputation for providing outstanding intrafund and holistic financial advice to a diverse range of clients. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures.

About the Role

In this Financial Planning Specialist role, you will be responsible for providing tailored superannuation advice to existing members of the funds. You will work closely with clients to understand their financial objectives and provide personalized advice to help them achieve their goals. This will involve conducting regular meetings with clients to discuss their financial progress and provide guidance on investment strategies.

The ideal candidate will have extensive experience working in the financial planning industry, with a strong understanding of compliance frameworks and a proven track record of delivering high-quality advice. You will be a strong communicator with excellent relationship-building skills, able to build trust with clients and provide them with confidence in your advice.

Demonstrated Skills

  • Extensive experience working in the financial planning industry
  • Strong understanding of compliance frameworks in the advice industry
  • Excellent relationship-building skills
  • Ability to build trust with clients and provide them with confidence in your advice
  • Tertiary degree aligned with FASEA education requirements
  • CFP qualification is highly regarded but not compulsory

Benefits

  • Attractive salary package
  • Positive work-life balance encouraged with potential flexible working arrangements
  • Great career development opportunities
  • Fun social events

This is an excellent opportunity for an experienced financial planning professional to join a leading industry fund and contribute to the delivery of exceptional client-centric solutions. If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply for this role.