Financial Planning Expert
2 hours ago
About the Opportunity
As a seasoned Financial Planner, you will be responsible for managing client relationships, identifying new business opportunities, and driving growth within our wealth management division. With a focus on delivering exceptional client experiences, you will leverage your expertise in financial advice to build strong relationships with clients and prospects.
This is an excellent opportunity to join a leading organisation in the Australian financial services industry. As part of our team, you will have access to cutting-edge tools, technologies, and training programs to support your professional development.
Key Responsibilities:
- Manage client relationships and identify new business opportunities
- Develop and implement tailored financial plans to meet client needs
- Provide expert financial advice to clients and prospects
- Collaborate with internal stakeholders to drive growth and improve client experiences
We are seeking a highly motivated and experienced Financial Planner who is passionate about delivering exceptional client outcomes. If you have a proven track record of success in wealth management and a strong commitment to ongoing learning and development, we would love to hear from you.
Requirements:
- RG146 Compliant and holding a valid Adviser exam
- Approved degree in finance or related field (an advantage)
- Strong understanding of Australian Tax Law and Commercial Tax
- Excellent communication and interpersonal skills
- Able to work collaboratively as part of a high-performing team
Benefits:
- $120,000 - $180,000 per annum salary package
- Ongoing training and professional development opportunities
- Collaborative and dynamic work environment
- Benevolent company culture and employee recognition program
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