Financial Planner
3 hours 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 a 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
Mentor staff who are going through their Professional Year
**About you**:
6+ 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**: $110,000.00 - $140,000.00 per year
Schedule:
- 8 hour shift
Work Location: In person
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