Senior Financial Planner - Industry Fund

 
To be considered for this role, you must be able to demonstrate:
 
• Strong technical skills, and deep experience across all aspects of financial planning.
• A member focused attitude, this is not a role for a "salesman", it is for someone who deeply believes in service provision and fee for service advice.
• A background in the provision of holistic advice, with appropriate qualifications (preferably CFP).
 
You will work with strong support from other aspects of the member education and service teams, and with an opportunity to:
 
• Build technical knowledge of the advice strategy - the members have unique opportunities within their fund, and you will become well versed with these nuances;
• Provide ongoing service reviews to proactively monitor members' status  against the backdrop of changes in the investment and legislative environment;
• Service a membership who appreciate your work and value your service; and,
• Work within a close knit team where knowledge is shared openly and regularly to ensure that the members get the optimum outcome.
 
Roles like this are rare in the market, and represent a fantastic opportunity to work in a supportive, team driven environment where members' needs and requirements are always first and foremost.
 
To find out more, please call Mark Fradkin on (03) 9225 5105 or 0417 112 220, or apply online.