Job Description
Overview
Our client is a South Australian owned business that services a broad range of business and private clients throughout South Australia. With more than 2 decades of experience, their team has grown their capability in the Adelaide Hills region. This is a current opportunity to join their team.
Role
Financial Planner
Joining a professional and friendly team, your primary objective is to engage with an existing portfolio of clients in order to transition relationships and build trust within that group. Your previous expertise in the following areas of advice will help to achieve that goal.
Skills and Experience
- Qualified financial planners with experience in the following areas are strongly encouraged to apply:
- Comprehensive plans, including
- Investments
- Centrelink
- Retirement planning
- Managed fund portfolios
To be successful you will be able to demonstrate an under...
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