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

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

27 Sep
|
Mayers Recruitment
|
Victoria

27 Sep

Mayers Recruitment

Victoria

Job Description
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 current referrals to prepare, present and implement personal statements of financial advice tailored to meet individual goals.
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In this role you will manage ongoing client relationships, deliver proactive and reactive communication, portfolio management, research and implementation support, and contribute to the

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

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