Financial Planner

Job Title: Financial Planner
Contract Type: Permanent
Location: Canberra, Australian Capital Territory
Salary: Negotiable
Reference: 184387_1525913882
Contact Name: Anson Lam
Contact Email:
Job Published: May 16, 2018 15:53

Job Description

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 or click on the apply button below.

Get similar jobs like these by email

By submitting your details you agree to our T&C's