Financial Planner
1 week ago
About Interwest Financial Services:
Interwest Financial Services is an established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated Financial Planner to join our team in Applecross, WA.
The Opportunity:
We're looking for a qualified Financial Planner to join our busy practice in Applecross. You will be responsible for developing and presenting advice and building trusted and long term relationships and ensuring compliance within regulatory standards. You will be fully supported by client service officers and para planning support, so you can focus on seeing clients.
Depending on your experience level mentoring support will be available by the owners of the business.
Key Responsibilities
- Provide holistic financial advice tailored to your client's needs
- Develop and maintain long term client relationships
- Lead client meetings and develop strategic advice
- Play an active role in shaping a growing modern advice business
Remuneration
- Base salary aligned to your experience and skillset
- Performance bonuses
- Standard super guarantee 12%
What We're Looking For
- FASEA qualified and fully authorised Financial Planner
- A team player
- Strong communicator and strategic thinker
- Passionate about helping clients achieve financial independence
Please note only applicants based in Perth, WA will be considered for this role.
