Financial Planner - Gippsland - 2 x Locations

 

"Boutique" Planning Practice in the country!!

Relocate from the City to the East of the state??

Excellent remuneration and future career development

Excellent career opportunity to join a leader in the financial services industry particularly in the financial planning space. This particular organisation is a household name and a strong provider of comprehensive financial advice which is individually based with plans being tailored to the clients specific needs.

Both of these roles are with "boutique" practices of this financial services specialist where as the Financial Planner you will work closely with the Principal of the Practice where you will provide financial planning advice to existing and new clients on a broad range of issues including:

* Wealth Management
* Self Managed, Personal Superannuation including Corporate Super
*Risk Protection & Retirement Planning also strategic tax advice through alliance partners.

You will develop financial planing strategies, ensure all advice is compliant and advice provided to clients is of a professional nature at all times. This role does include the providing of risk insurance advice including personal risk insurance, state planning and business insurances.

To be successful in this role you are required to have completed your Diploma of Financial Planning with minimum 12 months experience in a financial planning role although if you have 5+ year experience then you will be considered at a more senior level for the role in which case you may be CFP qualified.
You will have well developed interpersonal skills, strong analytical and technical expertise with ability to develop new ideas and strategies in best interest of the client.

For more information please call ????? ????? (??) ???? ???? or email your details to ???@???.???>