Financial Planner

Job Title: Financial Planner
Contract Type: Permanent
Location: Inner Suburbs Melbourne, Victoria
Salary: Negotiable
Start Date: ASAP
Reference: 201319_1581568033
Contact Name: Adrian O'Donnell
Contact Email: adrian.o'
Job Published: February 13, 2020 15:27

Job Description

About the role

Responsibilities include but are not limited to:

  • Meeting clients, analysing their personal financial and lifestyle requirements, and developing high quality advice strategies
  • Engage and maintain client connections with internal and external referral partners
  • Contribute towards prcoess improvement within a business focused on servicing client needs with professionalism and in an ethical manner
  • Work with support team to ensure accurate implementation of advice strategies and to provide ongoing advice
  • Provide advice to a range of clients including super, insurance, low to moderate investment portfolios, pre and post retirement, new business and ongoing servicing of clients
  • Office located close to CBD and successful candidate will have ability to grow further business in Sth Eastern suburbs

Successful candidate will have the following:

  • Proven experience as a Financial Planner
  • FASEA approved qualifications
  • Strong compliance record
  • Ability to work autonomously as well as with stakeholders to ensure quality advice is provided and implemented for new and existing clients
  • Self driven with a can-do attitude

To be considered for this highly rewarding role please email your resume via the link or to have a confidential discussion about this and other opportunities across financial services, please contact Adrian O'Donnell on 0402 030 906