AddressFINANCIAL PLANNER - various locations in NE Region
- Existing Client Portfolio
- Back Office Support
- Salary plus super and incentive
This is an excellent career opportunity to join a leading wealth advice business which continues to grow and offer quality advice to its clients in regional Victoria.
We have a practice seeking an experienced planner who can take responsibility for the existing client portfolio and together with the support of the team further grow the footprint in this regional area, you would also be responsible for managing the team in regard to the daily client requirements.
Ideally you will have a solid background in providing advice across aspects of advice including investments, superannuation, insurance and self-managed super funds.
Your financial planning qualifications will be to the required standard to provide holistic advice, a strong compliance track record and have a genuine passion for providing advice to clients to secure their future financial success.
If you would like to apply for this role or require further information, please contact Liz Medwin via email: ***@LMRecruitment.com.au or apply online
