Financial Planner
Job No:
RS278300
Location:
Boronia
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EARN $100,000 pa + Super + Bonuses | Equity Opportunities Available
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Join a Flexible, Self-Licensed Financial Planning Firm Located in Boronia
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Opportunity to Grow Your Career | Ongoing Professional Development
What's in it for You?
- Bonuses Based on Your Performance
- Be Rewarded for Your Work and Commitment
- Opportunity to Grow Alongside the Business
- Equity Options Offered For the Right Candidate
- Work in a Smaller, More Supportive Licensee Environment
- Flexible Environment with Room for Growth and Development
About The Company
Our client, a small, independent, boutique self-licenced practice in Boronia, is committed to providing tailored financial solutions to meet their clients' diverse needs. Specialising in Retirement Planning, Financial Security, Aged Care, and Estate Planning, they offer personalised advice and support to ensure a secure and fulfilling future for all their clients. Our client is looking for a proactive and passionate financial adviser who is dedicated to helping clients achieve their best financial outcomes.
About The Opportunity
As a Financial Planner, you will play a key role in guiding clients towards a secure financial future. Your responsibilities will include:
- Conducting meetings with clients both face-to-face and digitally
- Preparing comprehensive financial strategies and statements of advice
- Focusing on retirement planning to ensure clients' financial well-being
About You
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Proven experience in Financial Planning and Retirement Planning
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A solutions-oriented mindset and the ability to communicate effectively
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An honest and empathetic approach to understanding client needs
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An outgoing personality and comfort in engaging with clients
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Good time management and organisational skills
You might be someone who is seeking a more personalised work environment or you might have a small client base and wish to join a successful practice to grow your business and build your own equity.
Apply today and embark on a fulfilling career where your expertise can truly make a difference!
