As a Financial Planning Specialist, you will be working closely with clients to provide tailored financial guidance and support.
Key Responsibilities
* Cash flow management to ensure optimal financial stability
* Development of personalized pre- and post-retirement plans to meet individual goals
* Wealth accumulation strategies to secure long-term financial security
* Personal protection needs assessment and insurance advice
* Effective debt management to minimize financial risk
* Aged care planning to cater for diverse client requirements
To excel in this role, you will require strong interpersonal and communication skills, as well as the ability to work independently and collaboratively as part of a team. A professional, client-focused approach and relevant qualifications in Financial Planning or a related field are essential.
Essential Attributes & Qualifications
* Professional and courteous approach to client interactions
* Relevant degree in Financial Planning or a related field (or currently completing)
* Compliance with Treasury/ASIC education standards (or currently completing), including the Ethics Exam
* Ability to work autonomously and as part of a team
* Strong commitment to quality, compliance, and ethical business practices
* High attention to detail and ability to meet critical deadlines
* Excellent written and verbal communication skills
This is a permanent position that requires a strong service and relationship-building ethos. Aboriginal and Torres Strait Islander Peoples are encouraged to apply.