FINANCIAL PLANNER

Great Opportunity to join the team at a boutique practice

Existing Clients and referrals from the Mortgage Team!

Located in a local community in Melbourne's West

About the role

We are seeking a highly motivated and experienced Financial Planner to join our team to take over the existing clients and work closely with the mortgage business to further develop the footprint in the local community This is a full-time position that will see you providing comprehensive financial planning services to our valued clients.

This business grew from an insurance and mortgage broking focus to providing end to end holistic advice to clients in the local area and NE Victoria.

The team have a reputation for providing simple and affordable advice that is tailored to goals and provide for their financial future.

What you'll be doing

Developing tailored financial plans to help clients achieve their short and long-term financial goals

Conducting thorough financial assessments and providing personalized recommendations

Educating clients on investment strategies, retirement planning, risk management, insurance and more

Maintaining regular contact with clients to monitor their progress and make adjustments as needed

Staying informed with industry regulations and best practices

Collaborating with other financial professionals, such as accountants and lawyers, to provide a holistic service

What we're looking for

Degree in Finance, Accounting, or a related field

Minimum 3 years of experience as a Financial Planner

Demonstrated expertise in financial planning, investment management, and risk assessment and all aspects of insurance.

Strong analytical and problem-solving skills

Excellent communication and client service skills

Commitment to ongoing professional development

Relevant financial planning certifications together with high level of compliance

What we offer

We are committed to providing a supportive and rewarding work environment with a competitive salary, generous superannuation, and ongoing training and development opportunities, also we provide flexible work arrangements.

An additional equity option would be available in the future subject to all parties being in agreeance.

If you would like to have a confidential discussion regarding this excellent career opportunity, please make contact with Liz Medwin at Email: [email protected] or apply online

If you are interested in this exciting opportunity, please apply now.