Job Description:
We are seeking an experienced Financial Planner to join our team. As a Financial Planner, you will play a crucial role in helping our clients achieve their financial goals.
* Manage client portfolios: Take ownership of an existing portfolio of clients and provide personalized advisory services to help them achieve their financial objectives.
* Bulk up client base: Collaborate with senior advisers to develop new relationships with clients and expand the existing client base through referrals and lead generation.
* Engage with industry partners: Work closely with leading professionals in complementary fields to gain exposure to holistic financial strategies and cutting-edge practices.
* Deliver comprehensive advisory services: Provide expert advice on SMSF, superannuation, investments, insurance, tax, estate planning, and other areas to ensure clients' financial well-being.
Required Skills and Qualifications:
To be successful in this role, you will need:
* A deep understanding of financial planning principles and practices.
* Strong communication and interpersonal skills to build strong relationships with clients.
* Ability to analyze complex financial data and make informed decisions.
* Experience in managing client portfolios and developing strategic plans to achieve financial objectives.
* Familiarity with industry-leading tools and technologies.
Benefits:
This is an exciting opportunity to work with a dynamic team and contribute to the growth and success of our clients. As a Financial Planner, you can expect:
* A competitive salary and benefits package.
* Opportunities for professional development and career advancement.
* A collaborative and supportive work environment.
* Flexible working arrangements to balance work and personal life.
About Us:
We are committed to making wealth simple and achievable for professionals and small to medium business owners and professional investors. We foster long-term relationships grounded in trust, education, and empowerment.