Financial advisors play a vital role in helping clients achieve their financial goals. As a Financial Planner, you will be responsible for providing expert advice on superannuation matters to existing members of the fund.
This role suits an experienced professional looking to develop and grow in the financial advice industry. You will work closely with clients to understand their individual needs and provide tailored solutions to help them achieve their long-term financial objectives.
About The Role
* You will be responsible for providing high-quality advice to clients over the phone or virtually.
* All appointments will be booked for you, allowing you to focus on delivering exceptional client service.
* You will have full administrative support with no business development targets.
Key Responsibilities:
1. Providing tailored superannuation advice to clients.
2. Working closely with clients to understand their individual needs.
3. Delivering high-quality advice to clients over the phone or virtually.
Demonstrated Skills
* Experience working in the financial planning industry.
* Current AR status (registered on ASIC).
* Strong relationship-building skills.
* Great understanding of compliance frameworks in the advice industry.
* Tertiary degree aligned with FASEA education requirements.