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In this Financial Planner role you will be responsible for providing tailored superannuation advice to existing members of the funds. The advice will be given over the phone or virtually and you will have 4 - 5 meetings a day. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice. This role will suit an Associate Adviser or Financial Planner holding AR status who are looking to develop and grow in the financial advice industry.
Job Responsibility:
Providing tailored superannuation advice to existing members of the funds
Advice given over the phone or virtually
4 - 5 meetings a day
Requirements:
Experience working in the Financial Planning industry
Current AR status (registered on ASIC)
Strong relationship building skills
Great understanding of compliance frameworks in the advice industry
Tertiary degree aligned with FASEA education requirements
What we offer:
Attractive salary package
Positive work/life balance encouraged with potential flexible working arrangements