28 Sep
|
CareerBank
|
Canberra
28 Sep
CareerBank
Canberra
About the role:Retirement planningSuperannuation and defined benefit schemesWealth creation and investment strategiesPension and retirement income planningPersonal risk insuranceYou will be responsible for conducting client meetings, preparing strategic advice, managing ongoing reviews, and identifying opportunities to improve client outcomes.About you:Experienced Financial Planner with relevant qualifications and authorisation (or the ability to become authorised)Candidates who are well progressed through their Professional Year and working towards full qualification are encouraged to applyCandidates earlier in their Professional Year journey will also be considered if they have passed the Financial Adviser Exam and hold the required academic qualifications (e.g.,
Kaplan Advanced Graduate Diploma of Financial Planning)Solid communication skills with the ability to build trust and rapport with clientsPassionate about delivering high-quality advice and positive client outcomesExperience in retirement planning and superannuation is highly regardedExperience with defined benefit superannuation schemes is advantageous, but not essentialWhat's on offer:Salary - $150K + super (negotiable depending on relevant experience and qualifications)Established and growing client base with ongoing referral opportunitiesNo cold calling, door knocking, or self-generated prospecting requirementsDedicated paraplanning and administration supportDirect mentoring from an experienced Principal Financial AdviserOpportunity to specialise in retirement planning, superannuation, and wealth managementLong-term career growth within a supportive and collaborative advice practiceIf you're ready to take the next step in your advice career and join a practice where you can focus on delivering meaningful outcomes for clients, we'd love to hear from you.3
Years Experience in working as a Financial Adviser
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📌 Financial Adviser (Canberra)
🏢 CareerBank
📍 Canberra