Financial Planning Role
Our dynamic team is seeking an experienced financial planner to join us. This role offers the flexibility to work from either our Newcastle or East Maitland offices, providing clients with personalized financial advice while benefiting from a collaborative network of accountants and tax specialists.
Job Description:
We are looking for a qualified Financial Planner with a degree in Financial Planning to develop, implement, and manage comprehensive plans that include investment management, retirement planning, and risk mitigation.
Key Responsibilities:
* Client-Centric Financial Strategy Development: Analyze clients' unique financial circumstances to create tailored financial solutions.
* Superannuation and Investment Advice: Advise on superannuation and investment strategies to support clients' financial growth and stability.
* Retirement and Insurance Planning: Develop retirement solutions to secure long-term financial independence, and provide advice on insurance products to protect clients and their assets.
* Ongoing Client Relationship Management: Foster strong relationships through regular reviews and proactive adjustments to strategies based on clients' evolving goals and market trends.
* Integrated Service Collaboration: Work closely with accounting and tax teams to ensure holistic financial support.
Required Skills and Qualifications:
Our ideal candidate should have a degree in Financial Planning, industry qualifications such as CFP, and in-depth knowledge of financial products and regulatory standards within the Australian financial landscape.
Additionally, we require candidates with proven ability to develop and maintain long-term client relationships, a commitment to ongoing client support and satisfaction, and a strong ethical grounding.
Benefits of Working with Us:
At our organization, you'll join a supportive environment with opportunities for professional development and career advancement. We offer a competitive salary package and flexible work arrangements.
By joining our team, you'll be part of a collaborative network of professionals dedicated to delivering exceptional financial services to our clients.