Associate Financial Planner - Hobart, Australia - Berritta Consulting

Berritta Consulting

Verified Company

Hobart, Australia

4 days ago

Posted by:

Olivia Brown

beBee Recruiter

Description

We want to talk to you about what your next career opportunity / dream role is

We want to know where you want to take your career
We have hundreds of clients, but we want to find someone that matches your values and career expectations
We understand work life balance is important, we want to find you something that gives you that without restricting your career growth
This is only one role, we would like to talk to you about hundreds of other options across Australia

Our client is a large Financial Services company. They have a great team culture and are big on developing their staff due to big expansion plans.

We are currently recruiting an Associate Financial Planner to work as part of an excellent team.

You will be allocated a portfolio of existing clients and have the opportunity to build and manage your client base.

About the role:

Conduct client meetings with new and existing clients
Manage a well established book of client
Develop your client base through referrals and business development
Provide holistic financial advice

About you:

2+ years experience
Ability to multitask and good organisational skills
High attention to detail

Salaries are dependent on experience. Please send your resumes to Gemma Peachey

Salary:
$90, $120,000.00 per year

Schedule: