Senior Financial Planner

Company Overview

This is an outstanding opportunity to join one of Australia’s leading wealth management firms in Melbourne CBD. A fund that puts the client first, that will improve their financial well-being into retirement. Due to continued growth and strategic investment, this long-standing fund is seeking an experienced Financial Planner to provide high quality comprehensive financial advice to clients.

Role Overview
A new and exciting opportunity to join a comprehensive advice business. The focus of this role is to attract, service and retain clients by providing professional, high-quality financial planning advice in person.

  • Provide high-quality advice and guidance to clients over the phone and via video conference
  • Build and maintain good relationships with new and existing clients
  • Identify and follow up on appropriate business opportunities
  • Advise and provide recommendations to management as required

Skills & Experience

  • Previous Financial Planning experience
  • Proven commitment to driving client-focused results
  • CFP certified, or willingness to work towards it
  • Bachelor degree in business related field

What’s on offer

This role offers generous remuneration and the opportunity to join one of Australia’s leading financial advice businesses.

Click on the APPLY button or contact Steve Kelly on 03 9602 9860

Senior Financial Planner

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