Expert Financial Planner Wanted
6 days ago
We are seeking a highly skilled and knowledgeable financial specialist to join our dynamic team.
About the Role- Provide comprehensive independent financial planning advice over a 4-meeting engagement process
- No ongoing client management
- Fully supported role with administration and paraplanning services
This is an exciting opportunity for an experienced financial professional to work with knowledgeable and high-achieving individuals in building a culture where everyone has the opportunity to do meaningful work and be recognised for their efforts.
You will have the chance to work with a team of experts, participate in regular company events and social gatherings, and enhance your skills in superannuation, retirement planning, SMSFs, estate planning, trusts, and companies.
About You- A confident and educated individual who thrives in providing honest and conflict-free advice
- At least 3 years' experience as a practicing financial adviser (paraplanning experience advantageous)
- A relevant university degree qualification (post-graduate advantageous)
- Excellent knowledge in superannuation, retirement planning, and SMSFs, as well as good knowledge of estate planning, trusts, and companies
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