Job Opportunity
A financial planning position is available with a boutique firm, aiming to empower clients in achieving their financial goals through tailored solutions.
About the Role
* We are seeking a qualified Financial Planner to develop customized financial plans for clients, helping them achieve short- and long-term goals.
* The successful candidate will provide expert investment and insurance advice, guiding clients towards financial security.
Key Responsibilities
* Deliver exceptional client service, maintaining high satisfaction levels and building lasting relationships.
* Collaborate with professionals to provide comprehensive, holistic advice to clients.
* Grow the business by building trusted relationships with clients and partners.
Requirements
* Qualified Financial Planner with at least 3 years of experience and relevant tertiary qualifications.
* FASEA compliant and committed to ongoing professional development.
* Proven track record of providing high-quality, client-focused financial advice.
* Strong knowledge of financial planning principles, products, and regulations.
* Excellent communication and interpersonal skills.
* Critical thinking skills to develop tailored financial strategies for diverse client needs.
* Compliance focused, with dedication to maintaining industry standards.
Benefits
* Competitive salary with performance-based bonuses.
* Opportunities for professional development to advance your career.
* Supportive, collaborative work environment where ideas are valued.
* Free on-site parking.