My client is an impressive regional business with multiple offices, a large team of professionals and a loyal and well-established client base. Due to ongoing growth and development within their Financial Planning division, they are now seeking an experienced Financial Planner to help service an existing portfolio of clients.
Working in an experienced team with access to Paraplanning, Implementation and Client Service support you will focus solely on providing strategic and holistic advice to clients. With a strong network of internal referral partners, your key deliverable will be meeting with clients and guiding them through the advice process in order to meet their financial and lifestyle goals.
This is an exceptional opportunity for a Financial Planner to join a large business with strong long-term career development opportunities and high earning potential. You will leverage from a large existing network of clients and benefit from the company's strong reputation and ties to the local community.
The successful candidate will have prior Financial Planning experience and strong communication skills. Relevant qualifications are required, and the ideal candidate will be FASEA ready.
With multiple offices across South West Victoria, we will consider candidates who would like to work in locations outside of Warrnambool along with those who are interested in a sea-change opportunity.
For a confidential discussion about this opportunity and for more information on the company culture and employee benefits, please contact Madeleine Martin on 0417 611 832 or apply to firstname.lastname@example.org