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Financial Planner – Mandurah WA

Financial Planner – Mandurah WA

WealthVisory Private Clients

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JOB OVERVIEW

Financial Planner Position : $120,000-$180,000

Outstanding opportunity for an experienced financial planner to join a highly regarded and established full-service practice in Mandurah to provide great advice to both new and existing clients from our strong referral partner.

The Role:

Build and maintain relationships with existing clients
Handling of all new clients from strong referral partner.
Emphasis towards retirement planning and insurance needs
Act in the client’s best interests and fully understand the client’s needs
Comply with legislative and regulatory frameworks
Work to improve the financial planning process and client engagement experience
Equity oppportunities if desired.

ABOUT US

A highly regarded and established full-service practice in Mandurah which provides great advice to both new and existing clients from our strong referral partner.

REQUIREMENTS

Role is ideal for someone with 5+ years experience as an adviser
Must have met FASEA education requirements
Highest level of ethics and positive compliance checks
Strong client centric approach
Strong knowledge of current super, investment and insurance products
Ability to provide Comprehensive advice (ie Risk Management, Retirement Planning, Investment Planning, Estate Planning etc…)
Knowledge of Xplan Risk Researcher