Senior Financial Planner
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Outstanding opportunity to join a growing and progressive industry fund investing heavily in advice technology and advice support.
Summary about this job
Financial Planning
Company: Profusion Group Pty Ltd
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-8-9141-7163
Fax: +61-8-5944-5077
E-mail: n\a
Site: n\a
Detail information about job Senior Financial Planner. Terms and conditions vacancy
Company OverviewThis is an outstanding opportunity to join one of Australia’s leading Industry Super Funds in Melbourne CBD. A fund that puts the client first, that will improve their financial well-being into retirement. Due to continued growth and strategic investment, this long-standing fund is seeking an experienced Financial Planner to provide high quality comprehensive financial advice to clients.
Role Overview
A new and exciting opportunity to join a comprehensive advice business with one of the largest industry funds in Australia. The focus of this role is to attract, service and retain clients by providing professional, high-quality financial planning advice in person.
- Provide high-quality advice and guidance to clients
- Build and maintain good relationships with new and existing clients
- Identify and follow up on appropriate business opportunities
- Advise and provide recommendations to management as required
- Previous Financial Planning experience
- Proven commitment to driving client-focused results
- CFP certified, or willingness to work towards it
- Bachelor degree in business related field
This role offers generous remuneration and the opportunity to join one of Australia’s leading financial advice businesses.
Click on the APPLY button or contact Steve Kelly on 03 9602 9860
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