Job Details
  • Reference377505E_1669188052
  • LocationSouth Yarra
  • SalaryAU$120000 - AU$160000 per annum + + Bonus
  • Job TypeFull Time
  • Posted16 days ago
  • ConsultantAnson Lam
An excellent opportunity has arisen for a Financial Planner to join a national well established Financial Planning practice. Our client pride themselves on their great culture and work life balance.

Our clients are experiencing growth and looking for a Financial Adviser to service their superannuation and risk clients. They have an excess of warm leads they are looking for someone to convert and engage with. If you are looking for a role that incentivises and remunerates for hard work and high performance, this is the position for you.

This will be the ideal role for you if you have a keen passion for superannuation and risk advice.

The Role:
  • Meet and develop relationships with existing clients to provide strategic and quality advice
  • Identify opportunities and provide holistic advice to clients with a range of wealth needs
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth.
  • Accurately assess Client's needs, objectives and risk tolerance and formulate an effective financial plan / strategy to meet their needs.
  • Comply with legislative and regulatory frameworks
  • Genuinely care about client outcomes and provide quality advice
  • You must always put the client first
You Will Need:
  • MUST have 3+ years expeirence as a financial adviser
  • Strong experience in superannuation and insurance
  • Must meet FASEA educational requirements
  • Ability to work independently and bring in new business and service book of clients.
Please send through your resume to if you are interested in applying for the role.