Job Description
Develop financial strategies for clients and grow your portfolio
Join a stable supportive organisation dedicated to helping clients
Attractive salary package on offer
Join a supportive team where you can leverage your financial planning skills and make a real difference in people’s lives.
About the company
Our client is a local success story with 16 years of operation and a portfolio of over 700 clients. Their Client Services Team is bright, energetic, and dedicated to delivering exceptional outcomes for their clients. With a positive and helpful attitude, they foster a fantastic office culture focused on efficiency and results. Supported by a dedicated team, they prioritise building and maintaining long-term relationships and creating positive client experiences.
About the role
This opportunity is ideal for a career-minded individual interested in providing high-quality service and advice to clients. The role is suited to an experienced Financial Planner with a proven track record of growing their client base.
Key job elements include:
Actively service and provide high-quality advice to clients in a legally compliant manner
Develop appropriate strategies and advice according to the client’s current situation and future lifestyle goals and objectives
Conduct client interviews according to organisation processes
Maintain technical knowledge of products and trends in financial planning
Seek to grow client base through various marketing activities including participating in promotional activities such as Seminars, Centre of Influence Presentations and public and media presentations, articles and interviews
Assist and manage Support Staff
About the benefits
This role offers:
A long-term career path in a supportive team environment
The opportunity to grow your portfolio and utilise your expertise
Excellent salary package, including performance-based incentives
About you
Ideally you will have:
Tertiary qualifications in Business, Financial Services or Commerce
5+ years experience in financial planning
ASIC licence
Specialist SMSF accreditation
A proven track record of growing leads/business development
If you're looking to grow within a supportive and dynamic team, this is the perfect opportunity to develop your career.
How to apply
To learn more please contact Rachael Levey on 4927 2029 rachaell@peoplefusion.com.au or Amanda MacGregor on 0414 558 214 amandam@peoplefusion.com.au for a confidential discussion or more information. Alternatively, click "Apply" to submit your introductory letter and CV.
At peoplefusion we don’t just accept diversity and inclusion —we celebrate it! We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application, please don’t hesitate to contact us.
