Financial Planning Specialist
We are seeking a skilled professional to develop and implement comprehensive financial plans for clients. The ideal candidate will have a passion for financial planning, excellent communication skills, and the ability to provide exceptional service.
Key Responsibilities:
* Design and execute personalized financial plans tailored to each client's goals and risk tolerance
* Provide investment advice and recommendations based on in-depth market analysis
* Assist clients in retirement planning, estate planning, tax planning, and insurance needs assessment
* Maintain regular communication with clients to review their financial situations and provide guidance as needed
* Stay up-to-date with industry regulations and best practices to ensure optimal client outcomes
Required Skills and Qualifications:
* Bachelor's degree in Finance, Accounting, Economics, or related field
* Certified Financial Planner (CFP) designation preferred
* Minimum of 3 years of experience in financial planning or related field
* Strong knowledge of financial services products and regulations
* Excellent communication and interpersonal skills
Work Arrangements:
Schedule: Monday to Friday
Location: Shepparton, VIC (Preferred)
Salary: $90k to $110k plus super (based on experience)