About the Opportunity
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We are seeking a skilled Financial Planner to join our team and contribute to delivering top-notch financial advisory services. As a Financial Planner, you will be responsible for conducting client meetings, managing a portfolio of clients, and growing your client base through strategic partnerships and business development.
About You
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* 5+ years' experience in financial planning
* Ability to multitask and possess excellent organisational skills
* High level of attention to detail
Key Responsibilities
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* Conduct client meetings with existing and prospective clients
* Manage and grow a portfolio of clients
* Develop and maintain a strong professional network
* Provide expert financial advice and guidance
* Mentor and train junior staff members
What We Offer
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* A supportive management team dedicated to helping you achieve your career goals
* An attractive bonus and incentive structure
* The opportunity to progress to a leadership role or establish your own practice with our support
* A comprehensive training program to enhance your skills and knowledge