Senior Financial Planner | Client-Focused, Profit-Share (Melbourne)

Senior Financial Planner | Client-Focused, Profit-Share (Melbourne)

27 Sep
|
Mayers Recruitment
|
Melbourne

27 Sep

Mayers Recruitment

Melbourne

Mayers Recruitment Pty Ltd represents a well-regarded boutique financial services practice based in Melbourne's inner-eastern suburbs. You will report to the Managing Partner and engage with recent referrals to prepare, present and implement personal statements of financial advice tailored to meet individual goals.

In this role you will manage ongoing client relationships, deliver proactive and reactive communication, portfolio management, research and implementation support, and contribute to the

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📌 Senior Financial Planner | Client-Focused, Profit-Share (Melbourne)
🏢 Mayers Recruitment
📍 Melbourne

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