Job Description

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- Help grow and develop the Financial Planning division.

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- Provision of comprehensive Financial Planning advice to clients encompassing strategies such as Investments, Superannuation, (inc SMSF), Transitions to Retirement strategies, Centrelink Planning, Cash Flows, SMSF's, Aged Care and Risk.

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- Build and strengthen staff relationships to obtain internal client referrals from other divisions.

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- Source external referrals from personal networks.

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- Meet monthly budgets and key performance indicators.

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The right candidate will be:

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- Client focused and have a willingness to help and support our existing and recent clients in achieving their goals and objectives.

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- Committed to ethical and compliant dealings with clients.

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- Have a good understanding of the current legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.

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- Enjoy working autonomously as well as within our talented team.

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📌 Financial Planner (Ballarat)
🏢 Mulcahy
📍 Ballarat