Financial Planner - Thomastown

 

Work with an innovative financial services provider!!

Excellent remuneration potential!!

Located in West of Metro Melbourne

To be able to keep pace with the strong demand for clients requiring ????? ????? planning advice a new opportunity has become available with a leading financial planning company who are seeking dynamic planners to join their already successful team and provide ongoing exceptional financial planning service. The company has a broad range of affordable products and services which are designed to assist clients in meeting their financial goals.

The role of Financial Planner requires you to provide a high level of quality holistic financial advice to clients by utilising your strong technical knowledge, strong understanding of the current market environment and making recommendations in line with clients fiscal needs regarding investments, superannuation, retirement planning and much more. The ability to establish new business relationships to secure further business opportunities for the future is essential to you ongoing success.

You will have a strong technical background relating to legislative requirements and product knowledge with the ability to develop sound investment strategies which are specific to the clients needs.

It is essential you have completed your Diploma of Financial Planning and that you have a demonstrated background as a successful financial planner with strong understanding of investment strategies, products and ability to develop effective relationships at all levels.

Please give Liz Medwin a call ????? ????? further on (??) ???? ???? or email your details to ???@???.???>