Job Description
An excellent opportunity has arisen for a Financial Planner looking to provide holistic advice and join a leading financial planning industry fund.
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
- Maintain and grow a current existing portfolio and build genuine relationships
- Prepare financial plans for clients ensuring it suits their specific needs and lifestyle
- Provide holistic financial advice, with the focus on pre and post retiree advice
- Comply with regulation keep up to date with regulatory changes
You Will Need:
- 3+ years financial planning experience
- Registration on the Financial Adviser Register (required)
- ADFP and CFP Qualified
- Excellent communication skills with clients and colleagues
- Strong understanding on pre and post retiree advice
The Benefits:
- Great team culture
- Great career development opportunities
- Flexible work
- Provide genuine holistic advice
Please apply by the link below or email Fiona Lu directly on email fiona.lu@porterallen.com.au or call on 02 8247 5703 for a confidential discussion
