Recruit Shop

Apply Now!

Financial Planner

Job No: RS32388
Location: Greensborough, VIC

  • EARN a Negotiable Salary + Super + Income Share + Equity 

  • Established & Successful Chartered Accountancy Practice

  • Opportunity to Build Your Career & Develop Your Skills

  • Service an Established Client Base & Bring Your Own! 

  • Enjoy Working in a Fun & Friendly Close Knit Team

  • Free All Day Parking | Close to Shops and Amenities

      


Our Client


Established in 2011, our client is a team of professionals who provide quality, responsive and personalised services to a diverse range. They have earned themselves an enviable reputation as a business that goes the extra mile for their clientele. 

The Opportunity


Our client is seeking an Experienced Financial Planner to join their company in Greensborough, VIC, with the potential to earn a Generous Negotiable Salary based on Experience + Superannuation + Income Share + Potential for Equity.

Reporting to the Managing Director, some of your responsibilities include:


  • Collecting information from clients
  • Preparing statements of advice
  • Completing insurance forms 
  • Managing new and existing client information

To be successful in this role you will have 5 + years experience as a financial planner and hold a Diploma in Financial Planning. You must also have strong computer skills including experience using XPLAN or similar software.

The ideal candidate will have excellent written and verbal communication skills, be able to work well as part of a team and be looking to progress their career with a successful and supportive business.

Apply today and don't miss out starting this exciting opportunity as soon as possible.

 

IMPORTANT: Application Form Instructions (Please Read)

Apply for this role by completing the below questions in your own words. This is an opportunity to impress the employer and set your application apart from the rest! Please do not copy and paste your resume. Then click the ‘Apply Now’ button at the bottom of the page and you’ll be asked to ATTACH YOUR RESUME.

Your application will be reviewed and we will contact you soon to provide feedback regarding your progress.

Good Luck from the Recruit Shop Team!

Note: By applying you give authority to be contacted using your provided phone number and email address regarding this and other job opportunities and other Recruit Shop related topics. Should you wish to unsubscribe from such information you may do so at the time of receipt.

Personal Details * Required field

Questions