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    Senior Financial Planner - Melbourne, Australia - Fuse Recruitment

    Fuse Recruitment
    Fuse Recruitment Melbourne, Australia

    5 days ago

    Default job background
    Full time
    Description

    Who will you be working with?
    The advisory firm is a long-standing firm with 33 years in the industry. Specializing in superannuation, retirement, estate, investments, mortgage advice, income protection and more. Our client is looking for a Senior Financial Planner to join their growing team and provide tailored holistic advice to their clients.

    What are the benefits?

    • Hybrid working arrangements

    • Award winning firm

    • Modern office space

    • Ongoing training and development

    • Supportive office culture

    What will you be doing?

    • Service an existing book of clients

    • Provide tailored holistic advice

    • Generate new business through referral partners and client referrals

    • Oversee advice process to ensure efficiency and compliance

    • Build and maintain ongoing client relationships

    What do you need?

    • Experience providing complex holistic advice

    • FASEA qualified

    • Diploma or Bachelor of Financial Planning

    • Strong business acumen

    For a confidential discussion about this opportunity, please call Milla Munro on or send your application to

    At Fuse, we specialise in recruitment for the insurance industry and actively source for a broad range of established clients. If you are a broking, underwriting or claims professional looking for your next opportunity, we'd love to hear from you

    If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role

    Consultant

    Reference number: BH-30169
    Profession:Banking & Financial ServicesFinancial Planning

    Company: Fuse Recruitment
    Date posted: 19th Apr, 2024

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