Financial Planner

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Financial Planner role ideal for an experience Paraplanner or Associate looking for a step up.

Summary about this job

Financial Planning

Company: Stirling Andersen

Location: Melbourne

Work type: Full Time

Salary: n\a

Phone: +61-8-7253-7748

Fax: +61-3-9993-7047

E-mail: n\a

Site:

Detail information about job Financial Planner. Terms and conditions vacancy

A growing Financial Planning Practice based in Melbourne's inner East has an opportunity for a Financial Planner. This is a newly created role due to growth. 

They offer holistic financial advice on Insurance, Super, Investments, Buy Sell Agreements and Home Loans. 

They have established referral partnerships with external Accountants and Corporate Superannuation funds. 

Key Responsibilities
  • Cold and Warm calling to book client appointments 
  • Liaise with external paraplanners and manage you own work load
  • Assist clients to identify and meet their financial goals
  • Provide tailored holistic financial advice
  • Contribute to business and growth strategies
  • Ensure documentation and client files are kept in line with compliance standards
Requirements
  • RG146 and degree qualified - further study will be supported 
  • Proven experience as a Financial Planner - minimum 12 months 
  • Previous experience working in a KPI environment 
  • Experience of meeting and exceeding targets
  • Strong communication and relationship building skills
  • Ability to work autonomously
  • Positive attitude
  • A team player
What's on offer
  • Strong administration support allowing you to spend all your time in front of clients 
  • If you are an experienced Paraplanner or Associate, this business will offer you career progression and a step up in to an advice role 
  • Work for a business that is growing and will provide you with a number of leads
  • Parking on site 
For a confidential discussion regarding this opportunity, please contact Steph Langford on 03 8640 5410 or email [email protected] 

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