We are seeking a skilled Financial Planner to join our team.
The ideal candidate will have a passion for financial planning and providing exceptional service to clients.
Responsibilities:
Develop comprehensive financial plans for clients based on their goals and risk tolerance
Provide investment advice and recommendations
Assist clients in retirement planning, estate planning, tax planning, and insurance needs
Monitor and review clients' financial situations regularly
Stay up-to-date with financial industry regulations and best practices.
Experience:
Bachelor's degree in Finance, Accounting, Economics, or related field
Certified Financial Planner (CFP) designation preferred
Minimum of 3 years of experience in financial planning or related field
Robust knowledge of financial services products and regulations
Excellent communication and interpersonal skills.
Schedule:
Monday to Friday
Work Authorisation:
Australia (Required)
Location:
Shepparton, VIC (Preferred)
Salary:
$90k to $110k plus super (based on experience)
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📌 Financial Planner (Victoria)
🏢 Sky Recruitment Australia
📍 Victoria