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This highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Sydney CBD team.
Job Responsibility:
Providing holistic financial advice to new and existing members of the funds
Writing your own statements of advice
Requirements:
Extensive experience working as a Financial Planner
Current AR status (registered on ASIC)
Strong relationship building skills
Tertiary degree aligned with FASEA education requirements
What we offer:
Attractive salary package
Positive work/life balance encouraged with potential flexible working arrangements