Financial Planner
7 days ago
Overview
Lakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers comprehensive financial guidance under the Pareto Group license.
Role Description
This is a full-time, on-site role for a Financial Planner located in Brighton, Melbourne. The Financial Planner will be responsible for developing and implementing financial plans for clients, conducting detailed financial analyses, and providing advice on personal financial planning, retirement planning, and investments. Day-to-day tasks include meeting with clients, reviewing their financial goals, and providing ongoing support and adjustments to their financial strategies.
Qualifications
AQF7 approved by ASIC/FASEA
Financial Planning and Personal Financial Planning skills
Expertise in Finance and Retirement Planning
Excellent interpersonal and communication skills
Ability to work independently and collaboratively within a team
Strong analytical and problem-solving abilities
Bachelor's degree in Finance, Economics, or related field
Experience in a financial advisory role is a plus
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Location: Melbourne, Victoria, Australia | Salary: A$160,000.00–A$180,000.00 per year
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