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Senior Financial Planning Expert
2 weeks ago
This Senior Financial Planning role is an exceptional opportunity to leverage your expertise in financial planning and advisory services.
About the RoleThe successful candidate will provide high-quality financial planning solutions to clients, driving growth through strategic planning and relationship management. This senior position offers a chance to develop new business opportunities while maintaining existing client relationships.
Key Responsibilities- Developing and presenting tailored financial plans for clients
- Providing expert guidance on financial decisions, enhancing client satisfaction
- Spearheading new business development and fostering deep advice relationships with clients
- Relevant degree or certification in financial planning
- Strong relationship-building skills and financial acumen, ideally supported by tertiary education and practical experience
- Generous leave entitlements for personal use
- A flexible work environment allowing employees to balance work and life effectively
- Study support and commitment to professional development
The organization values a unique culture centered around three key behaviors: Stretch, Own it, Make an impact. This approach guides our interactions with colleagues and clients, decision-making, and problem-solving.
Why Join Us?We strive to create an inclusive workplace that celebrates diversity. We welcome applications from Aboriginal and Torres Strait Islander People and offer support to First Nations Communities.
