Financial Planner

Recruiter
Hudson
Location
Victoria
Salary
Super
Posted
31 Oct 2019
Closes
24 Nov 2019
Ref
3B/69754
Contact
Abby Chatterjee
Contract type
Permanent
Hours
Full time

Financial planner role in a state government owned company that plays an important role in building awareness and educating them to take charge of thier future.

You will Ideally have experience in

  • 3 - 4 years of experience as a Financial Planner
  • Client Management and Support
  • Attending Client Meetings
  • Having used XPLAN
  • Complete and analyse client reviews
  • Strategy implementation based on client goals and financial position
  • Complex administration duties and the preparation of relevant applications and documentation when needed

In return you will get

  • A great team to work closely with.
  • Career progression
  • Large Client base
  • Work life balance

If this role resonates with your next move please hit the apply button and submit your application.

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