About the role
Join Contrarian Group Financial Planning as a Financial Planner and play a key role in helping our clients achieve their financial goals. As a Financial Planner, you will be responsible for providing expert financial advice and guidance to our valued clients. This full‐time position is based in our newly refurbished Bendigo, VIC office.
About you
You have experience in the financial planning industry. You value ethics over sales and you're looking for a \"forever home\" for your career. You're ready to catapult your career and flourish with the benefit of ongoing support.
What you'll be doing
* Meet with clients to understand their unique financial situations, goals and risk profiles
* Develop comprehensive financial plans tailored to each client's needs
* Prepare and present detailed recommendations to clients
* Implement recommended strategies and monitor client portfolios
* Proactively communicate with clients to review and update their plans
* Stay up-to-date with changes in financial regulations and industry best practices
* Collaborate with the broader Contrarian Group team to provide holistic advice
What we're looking for
* Relevant tertiary qualification in Financial Planning, Finance or a related field
* Passed the Financial Adviser exam and FASEA / Professional Year requirements
* Minimum 3 years' experience as a Financial Planner
* Clean compliance record
* Relevant industry certifications (e.g. CFP) are highly regarded
* Demonstrated expertise in financial planning, investment management and client relationship management
* Passion for the financial services industry and a commitment to putting clients first
* Australian work rights required
* Whilst not essential, having your own existing client base viewed favorably
What we offer
At Contrarian Group, we are committed to supporting the professional and personal growth of our employees. You will receive a competitive remuneration package commensurate to what you bring to the table. Our company culture values collaboration, innovation and work‐life balance. We encourage you to apply and join our dynamic team!
About us
Contrarian Group Financial Planning is one of the few truly independent financial advisory firms in Australia. For over 8 years, we have been helping individuals, families and businesses achieve their financial goals through personalised, ethical advice. We are dedicated to putting our clients' interests first and delivering exceptional service.
Apply now to become our next Financial Planner and be a part of our growing team!
Apply now to become our next Financial Planner and be a part of our growing team!
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