Financial Planner

  • Shepparton
  • Superior People Recruitment

A privately owned Financial Planning practice, are looking for a qualified Financial Planner to join their team to provide professional financial advice to clients.As a Financial Planner you will service a portfolio of existing clients and be provided with the tools and support to attract and engage new client business. In addition, a base of existing clients would also be welcomed and remuneration package adjusted to reflect this.Reporting to the Practice Manager, the successful applicant will have experience offering a complete financial planning solution including; investment, superannuation, retirement and insurance advice.Minimum Requirements FASEA Approved Degree or FASEA Approved PathwayCompleted FASEA exam5+ years industry experience essentialA current and unrestricted driver’s licence. The successful applicant will also possess strong business acumen, high ethics, be a strong team player and be familiar with current legislation governing Financial Planning.Opportunity for progression to partner or associate. #sheppartonemploymentagencies#sheppartonrecruitmentagenciesSuperior People Recruitment are a leading Shepparton Employment Agency.