Senior Financial Planner

vor 1 Woche


Perth, Österreich Andersen Partnership Vollzeit

Seeking a Senior Financial Planner for a wealth management practice dedicated to providing exceptional financial planning services.

The ideal candidate will lead client engagements, provide strategic financial advice, and drive business growth.

Key Responsibilities:

  • Lead client engagements, including financial planning, investment management, and retirement planning.
  • Provide strategic financial advice to clients based on their goals and risk tolerance.
  • Develop and maintain client relationships to drive business growth.
  • Stay current with industry trends and regulations to ensure compliance and best practices.
  • Collaborate with other team members to deliver comprehensive financial solutions.

Qualifications:

  • Min 5+ years experience providing face-to-face financial advice to clients
  • Passed FASEA exam with a relevant degree
  • Strong knowledge of financial products and services.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
Your application will include the following questions:

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