Associate Financial Planner
2 weeks ago
We want to talk to you about what your next career opportunity / dream role is
- We want to know where you want to take your career
- We have hundreds of clients, but we want to find someone that matches your values and career expectations
- We understand work life balance is important, we want to find you something that gives you that without restricting your career growth
- This is only one role, we would like to talk to you about hundreds of other options across Australia
Our client is a large Financial Services company. They have a great team culture and are big on developing their staff due to big expansion plans.
We are currently recruiting an Associate Financial Planner to work as part of an excellent team.
You will be allocated a portfolio of existing clients and have the opportunity to build and manage your client base.
**About the role**:
Conduct client meetings with new and existing clients
Manage a well established book of client
Develop your client base through referrals and business development
Provide holistic financial advice
**About you**:
2+ years experience
Ability to multitask and good organisational skills
High attention to detail
Salaries are dependent on experience. Please send your resumes to David Berritta.
**Salary**: $90,000.00 - $120,000.00 per year
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Adelaide CBD SA: Reliably commute or planning to relocate before starting work (required)
Work Authorisation:
- Australia (preferred)
Work Location: In person
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