Senior Financial Planner: Upper-Level Advisory (Melbourne SE)

KnowledgeMaster International; Melbourne; Hybrid; AUD 80,000 - 120,000; Full time

Benefits offered by this job

Office space

Parking

Computers and communications

Job summary

KnowledgeMaster International is seeking experienced advisers in Melbourne to focus on client advice rather than compliance and product differentiation. The role requires at least 10 years in the advice field and relevant qualifications, with a goal of helping clients achieve their financial and protection objectives.

Success in this position will come from credibility with upper-level advisory needs, leveraging the firm’s client databases and network in Melbourne’s southeast.

Qualifications

• Minimum 10 years practical experience in the advice profession.
• Appropriate qualifications and education requirements.
• Experience providing upper-level financial planning and protection strategy advice.

Responsibilities

• Advise a range of existing clients from the firm’s database.
• Help source new clients by managing existing databases.
• Provide expert advice with insurance products and SMSF considerations.

Skills

Experience in financial advice

Insurance products expertise

SMSF administration

Job description

KnowledgeMaster International is seeking experienced advisers in Melbourne to focus on client advice rather than compliance and product differentiation. The role requires at least 10 years in the advice field and relevant qualifications, with a goal of helping clients achieve their financial and protection objectives.

Success in this position will come from credibility with upper-level advisory needs, leveraging the firm’s client databases and network in Melbourne’s southeast.