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Financial planner: grow your client panel with mentorship

Lismore
FAAA Board, Financial Advice Association of Australia
Planner
Posted: 23h ago
Offer description

A family-run financial planning firm in Northern NSW is seeking a Financial Planner to join their team. The ideal candidate will have 1-2 years of experience in financial planning and be capable of delivering comprehensive financial advice to clients. Responsibilities include servicing a client base of approximately 180 clients, working closely with an in-house team, and providing tailored financial strategies. This role focuses on ensuring clients receive quality, personalized services aligned with their financial goals.#J-18808-Ljbffr

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