15th Jun

Price: contact

Ad type: offering

State: VIC

Suburb: Melbourne

Map address: Melbourne, VIC, 3000

Advertisement Details

An excellent career opportunity to be part of a dynamic financial planning team with a highly successful financial planning dealership who have demonstrated continued business success and are adding an additional planner to the team.

As a Financial Planner you will work closely with the existing client base providing holistic end to end quality advice in relation to investment needs to meet clients financial goals for the future. This will include developing sound investment strategies using your technical expertise and recommending appropriate products which meet the clients lifestyle needs.

To be successful you will have a demonstrated background in developing strong relationships with referral sources such as accounting practices to further develop your portfolio of clients, also run seminars and information sessions on a regular basis to attract clients to your business.

Ideally you will have been a financial planner for 3+ years and be looking for a challenging role for your future career in the industry.
A relevant tertiary qualification is required.
Send cv to mailto:stephen@fabrecruitment.com

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