AddressAbout the Practice
SJButler is an established and well-regarded boutique financial services firm located in Ballarat.
Our services include wealth accumulation, retirement planning, investment, superannuation, and accounting. We pride ourselves on delivering exceptional client experiences and achieving financial outcomes that count!
About the role:
This role is suited to a finance graduate with an interest in building a rewarding career in Finacial Planning however this role should also be considered by candidates wishing to transition their career. Candidates working in other financial service fields, education or health could make the transition to Financial Planning.
If you are genuinely interested in helping people combined with common sense money management skills, you could make the transition to an exceptionally rewarding career.
You will be working within a team environment, providing tailored financial advice to a range of individual clients by developing high quality financial strategies.
Highly Regarded:
Experience with compliance, broad product and technical knowledge that will include the following:
- Superannuation
- Investments
- Retirement Planning
- Insurance
- Centrelink
Skills and experience:
Qualification in Financial Planning is preferable but not essential. However, you must hold a tertiary degree and be prepared to undertake further study.
The candidate will be proficient in written and verbal communication and have a keen eye for detail as research is required. The candidate will need to prove their ability to work within a team environment effectively and efficiently as well as have the ability to work autonomously and excellent administrative skills are needed for this role.
