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 toleranceProvide investment advice and recommendationsAssist clients in retirement planning, estate planning, tax planning, and insurance needsMonitor and review clients' financial situations regularlyStay up-to-date with financial industry regulations and best practices.Experience:Bachelor's degree in Finance, Accounting, Economics, or related fieldCertified Financial Planner (CFP) designation preferredMinimum of 3 years of experience in financial planning or related fieldStrong knowledge of financial services products and regulationsExcellent communication and interpersonal skills.Schedule:Monday to FridayWork 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