Financial Planner

Description:

In this Financial Planner role you will be responsible for providing holistic financial advice to new and existing members of the funds. The advice will be given face to face and you will write your own statements of advice. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice.

This role will suit experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships and convert leads into new clients.

Demonstrated skills
 

• Extensive experience working as a Financial Planner
• Current AR status (registered on ASIC)
• Strong relationship building skills
• Great understanding of compliance frameworks in the advice industry
• CFP accreditation highly regarded but not mandatory
• Tertiary degree aligned with FASEA education requirements