Financial Planner

Sky Recruitment Australia; City of Greater Shepparton; On-site; AUD 90,000 - 110,000; Full time

Benefits offered by this job

Superannuation

Job summary

Sky Recruitment Australia is seeking a skilled Financial Planner to join our team in Shepparton, VIC. The role focuses on developing comprehensive financial plans, providing investment advice, and assisting with retirement, estate, tax, and insurance planning.

Ideal candidates will have a Bachelor's degree in Finance/Accounting/Economics, 3+ years of experience, and preferably a CFP designation. Monday to Friday with Australia (Required) work authorization.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• CFP designation preferred.
• Minimum of 3 years of experience in financial planning or related field.
• Strong knowledge of financial services products and regulations.
• Excellent communication and interpersonal skills.

Responsibilities

• Develop comprehensive financial plans for clients based on their goals and risk tolerance.
• Provide investment advice and recommendations.
• Assist clients in retirement planning, estate planning, tax planning, and insurance needs.
• Monitor and review clients' financial situations regularly.
• Stay up-to-date with financial industry regulations and best practices.

Skills

Communication skills

Interpersonal skills

Education

Bachelor's degree in Finance/Accounting/Economics

CFP designation preferred

Job description

We are seeking a skilled Financial Planner to join our team. The ideal candidate will have a passion for financial planning and providing exceptional service to clients.

Responsibilities:

• Develop comprehensive financial plans for clients based on their goals and risk tolerance
• Provide investment advice and recommendations
• Assist clients in retirement planning, estate planning, tax planning, and insurance needs
• Monitor and review clients' financial situations regularly
• Stay up-to-date with financial industry regulations and best practices.

Experience:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• Certified Financial Planner (CFP) designation preferred
• Minimum of 3 years of experience in financial planning or related field
• Strong knowledge of financial services products and regulations
• Excellent communication and interpersonal skills.

Schedule:

Monday to Friday

Work Authorisation:

Australia (Required)

Location:

Shepparton, VIC (Preferred)

Salary:

$90k to $110k plus super (based on experience)