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
- Solid 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 (Shepparton)
🏢 Sky Recruitment Australia
📍 Shepparton