Financial Planner

Financial Planner

Job Title: Financial Planner
Contract Type: Permanent
Location: SE Suburbs Melbourne, Victoria
Salary: Negotiable
Reference: BBBH10094_1579127934
Contact Name: Victoria Tite
Contact Email:
Job Published: January 16, 2020 09:38

Job Description

Our client is a highly successful and growing financial services firm, offering their clients financial planning, accounting and lending services. Based in the South Eastern suburbs of Melbourne, they enjoy modern offices, a social and friendly team and a warm and welcoming environment that values staff and clients.

They are on the lookout for a highly motivated and passionate Financial Planner to join their close-knit team in a busy and fast paced role, where you will service an existing book of clients and be given ample referrals from the other areas of the business.

The clients are diverse with a focus on SMSF, Aged Care, Risk and insurance. The book of clients for this role is substantial and requires high-level servicing. You will be given access to compliance, administration and paraplanning support to ensure that you are able to service clients to the best of your ability.

The successful candidate will have previous experience as a Financial Planner, with particularly strong experience in the area of risk advice. You will hold relevant tertiary qualifications, along with your ADFP or CFP and an interest in obtaining further qualifications in the future. We would also consider an Associate Adviser ready to step up into a servicing role.

The number one thing our client is looking for is someone who is driven and willing to work as part of a highly motivated and successful team. You will be given all the tools necessary to succeed in the role along with access to a professional and supportive team to leverage from.

This is a great opportunity to join an exceptional business and grow your career! The sky is the limit in this role and they have a fantastic working environment that offers flexibility, work-life balance and lots of social events.

To apply please send your resume to or contact Victoria Tite directly on 0417 868 821.