Financial Planner - Sydney
Do you have 2 plus years in a Financial Planner position and are looking for the next step?
Well bring your valued experience to this new role.
You will be:
- Providing quality financial planning advice to new and existing clients
- Be able to advise across a broad range of advice strategies
- Have access to adviser support services such as administration, client service referrals and paraplanning
To be successful in this role you will:
- Have prior experience in a client facing or phone/video based advice role (minimum 2 years)
- Experience in a broad range of advice strategies (SMSF an advantage)
- Degree qualified and a minimum of the the ADFP
- Have the ability to build rapport quickly with clients
If this role is for you then apply now!