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Financial Planning Professional

2 weeks ago

Adelaide, South Australia Clarity Partners Full time

At Clarity Partners, we are seeking an experienced and dynamic Financial Planning Professional to join our team.

Role Overview

The successful candidate will provide comprehensive financial planning advice to existing and prospective clients to enable them to achieve their financial goals.

We value long-term client relationships and seek a results-driven individual who can introduce new advice opportunities to existing clients and/or new clients.

This role involves collaborating with other financial professionals and support staff to deliver optimal client solutions.

Key Responsibilities:

  • Develop and maintain long-term client relationships.
  • Provide exceptional client service that exceeds clients expectations.
  • Maintain a high standard of efficiency and process implementation.

Qualifications & Experience:

  • Advanced Diploma Financial Planning / Financial Services or equivalent certification.
  • Minimum of 4 years' experience in financial advisory roles.
  • Highly results driven individual.
  • Excellent written and communication skills.

Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance, Business Development, and Strategy/Planning.