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Financial Planner

Job No: RS32388
Location: Greensborough, VIC

  • EARN a Negotiable Salary + Super + Income Share + Equity 

  • Established & Successful Chartered Accountancy Practice

  • Opportunity to Build Your Career & Develop Your Skills

  • Service an Established Client Base & Bring Your Own! 

  • Enjoy Working in a Fun & Friendly Close Knit Team

  • Free All Day Parking | Close to Shops and Amenities


Our Client

Established in 2011, our client is a team of professionals who provide quality, responsive and personalised services to a diverse range. They have earned themselves an enviable reputation as a business that goes the extra mile for their clientele. 

The Opportunity

Our client is seeking an Experienced Financial Planner to join their company in Greensborough, VIC, with the potential to earn a Generous Negotiable Salary based on Experience + Superannuation + Income Share + Potential for Equity.

Reporting to the Managing Director, some of your responsibilities include:

  • Collecting information from clients
  • Preparing statements of advice
  • Completing insurance forms 
  • Managing new and existing client information

To be successful in this role you will have 5 + years experience as a financial planner and hold a Diploma in Financial Planning. You must also have strong computer skills including experience using XPLAN or similar software.

The ideal candidate will have excellent written and verbal communication skills, be able to work well as part of a team and be looking to progress their career with a successful and supportive business.

Apply today and don't miss out starting this exciting opportunity as soon as possible.


IMPORTANT: Application Form Instructions (Please Read)

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Good Luck from the Recruit Shop Team!

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