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 valuable 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 (Australia)
🏢 Mulcahy
📍 Australia