Financial Planner

Location: Canberra, Australian Capital Territory
Job Type: Permanent
Salary: Negotiable
Contact: Anson Lam
Specialisation: Wealth Management
Reference: 184387_1525913882

An excellent opportunity has arisen for a Financial Planner looking to provide holistic advice and join a leading financial planning institution.

This role is a rare opportunity for a top performing Financial planner who has the core focus of providing holistic advice that caters to each client's situation.

The Role:

  • Provide genuine quality advice and recommendations for clients based on their circumstances.
  • A key requirement of the role is the ability to present strategic solutions and options to clients
  • Prepare financial plans for clients ensuring it suits their specific needs and lifestyle
  • Provide comprehensive holistic financial advice
  • Comply with regulation keep up to date with regulatory changes

You Will Need:

  • 3-5+ years financial planning experience
  • Degree and DFP/ADFP qualified is a must
  • Ideally CFP or Master's in financial planning or working towards it
  • Excellent communication skills with clients and colleagues
  • Strong client centricity, business acumen, highest level of ethics and be familiar with current legislation in Financial Planning.
  • Significant experience in Financial Planning, with particular focus on Wealth Management/ Retirement Planning

The Benefits:

  • Great collegiate team culture
  • Flexible work options
  • Ongoing support for your personal and professional development
  • Relocation allowance for the right person

For a confidential discussion please call Anson Lam on 02 8247 5712, email ansonl@porterallen.com.au or click on the apply button below.