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This highly regarded and well established industry fund is seeking an experienced Financial Planner to join their Wollongong and Canberra team. You will provide holistic financial advice to a wide range of clients, write your own statements of advice, and have full administrative support.
Job Responsibility:
Providing holistic financial advice to new and existing members of the funds
Writing your own statements of advice
Focusing on providing high quality advice without business development targets
Requirements:
Extensive experience working as a Financial Planner
Current AR status (registered on ASIC)
Strong relationship building skills
Great understanding of compliance frameworks in the advice industry
CFP accreditation highly regarded but not mandatory
Tertiary degree aligned with FASEA education requirements
Nice to have:
CFP accreditation
What we offer:
Attractive salary package
Positive work/life balance encouraged with potential flexible working arrangements
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