Financial Planner Role
In this role, you will be responsible for providing tailored superannuation advice to existing members of the funds. The advice will be given over the phone or virtually and you will have 3 - 4 meetings a day. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high-quality advice.
This role will suit an Associate Adviser or Financial Planner holding AR status who are looking to develop and grow in the financial advice industry.
Key Responsibilities:
* Provide tailored superannuation advice to existing members of the funds.
* Give advice over the phone or virtually.
* Have 3 - 4 meetings a day.
Requirements:
* 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.
Benefits:
* A attractive salary package.
* A positive work/life balance encouraged with potential flexible working arrangements.
* Great career development opportunities.