About the Role
We are seeking an experienced Financial Planner to join our team, providing strategic holistic advice to clients ranging from individuals with modest means to high net worth clients.
* The ideal candidate will have a strong commercial acumen and be vested in growing the business over a long period of time, treating this opportunity as their own business.
Responsibilities
* Provide strategic holistic advice to new and existing clients
* Build relationships with Accounting firms and Mortgage Brokers
* Develop client base and build strong client relationships
Requirements
* Extensive experience working as a Financial Planner (AR)
* Strong strategic and business mindset
* Ability to build strong relationships with clients
* Great understanding of compliance frameworks in the advice industry
* FASEA education requirements
Benefits
* Attractive salary package
* Opportunity to work in a successful and fun business
* Positive work-life balance encouraged with potential flexible working arrangements
* Great career development opportunities
* Fun social events