This role offers a chance to develop your skills in providing end-to-end holistic advice to clients, ensuring their financial goals are aligned with their life aspirations.
About the Position
* Deliver expert financial guidance using your expertise in Australian superannuation, investment, and insurance products to build trusted relationships with clients.
* Collaborate closely with colleagues to streamline the delivery of high-quality financial services and stay current with changes in legislation and global trends.
* Maintain strict adherence to relevant regulatory standards.
Key Responsibilities
* Demonstrate strong interpersonal and communication skills in all client interactions.
* Showcase your proactive mindset and genuine desire to make a positive impact on clients' lives.
Your Qualifications and Experience
* Possess relevant qualifications in Financial Planning (Diploma of Financial Planning or FASEA-compliant).
* Demonstrate proven experience as a financial planner in Australia with a holistic approach that prioritizes client needs.
We Offer
* A dynamic international firm committed to growth and innovation.
* A strong pipeline of clients seeking expert advice.
* Flexible working arrangements that prioritize work-life balance.