Financial Planner

We want to talk to you about what your next career opportunity / dream role is

• We want to know where you want to take your career
• We have hundreds of clients, but we want to find someone that matches your values and career expectations
• We understand work life balance is important, we want to find you something that gives you that without restricting your career growth
• This is only one role, we would like to talk to you about hundreds of other options across Australia

Our client is a large Financial Services company. They have a great team culture and are big on developing their staff due to big expansion plans.

We are currently recruiting a Financial Planner to work as part of an excellent team.

You will be allocated a portfolio of existing clients and have the opportunity to build and manage your client base.

Conduct client meetings with new and existing clients

Manage a well established book of client

Develop your client base through referrals and business development

Provide holistic financial advice

Mentor staff who are going through their Professional Year

6+ years experience

Ability to multitask and good organisational skills

High attention to detail

Salaries are dependent on experience. Please send your resumes to David Berritta.

Schedule :

Work Location : In person