Senior Financial Planner: Inherit High-End Book, Flexible Hours (Ballarat)

Senior Financial Planner: Inherit High-End Book, Flexible Hours (Ballarat)

26 Oct
|
FAAA
|
Ballarat

26 Oct

FAAA

Ballarat

FAAA in Ballarat is seeking a Financial Planner to take over an established book of high-net-worth clients. You will work with a supportive back-office team and focus on delivering top-tier service without the pressure to bring in current business, with options for PY or junior adviser cohorts.

You will provide comprehensive advice across superannuation, investments, insurance, retirement planning, wealth and estate structuring, while collaborating with paraplanning and client services for optimal

📌 Senior Financial Planner: Inherit High-End Book, Flexible Hours (Ballarat)
🏢 FAAA
📍 Ballarat

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