financial planner.

About the company

This highly regarded and well established advice business is known for putting their clients’ needs and goals at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, the team is looking for an experienced Financial Planner to join the company’s journey and play a key part in their long term success. Roles are available across multiple cities - Sydney, Melbourne, Brisbane and Perth.

About the role

In this Financial Planner role you will be responsible for providing strategic holistic advice to both new and existing clients, ranging from mom & dads, wealth accumulators, and retirees. You will build strong relationships with loyal and established referral partners who work closely with the business and provide them with warm leads. You will have full paraplanning and administrative support and your focus will be on developing the client base and building strong client relationships.

This role will suit an experienced and fully qualified Financial Planner with a strong commercial acumen and vested interest in people’s financial health and wellbeing.

Demonstrated skills

• 3-5 years experience working as a Financial Planner (AR)
• Ability to build strong relationships with clients
• Strong with technology and digital tools
• Great understanding of compliance frameworks in the advice industry
• FASEA education requirements

Benefits

• Attractive salary package
• Opportunity to work in a successful and fun business that promotes health and well being
• Positive work/life balance encouraged with flexible working arrangements
• Great career development opportunities
• Fun social events

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