financial planner in Melbourne

posted
contact
geraldine libatique, randstad
job type
permanent
apply now

job details

posted
location
melbourne, victoria
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0377529_1551230034
contact
geraldine libatique, randstad
apply now
Apply with

job description

Our client is a very successful boutique practice based in the Inner Suburbs. Due to their planner's recent relocation the role has become available for a gun adviser to take over his existing book!

This role is for someone who enjoys servicing clients but as well as has the growth mindset of 'going out there' and meeting new prospective clients.

What we are looking for:

  • 3 + years experience as a holistic financial planner
  • A go getter and self motivated individual
  • Must meet current educational requirements
  • Atleast have an ADFP and working towards CFP

For further information on the role, contact Geraldine on 03 8319 1165 / geraldine.libatique@randstad.com.au

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

financial planning, associate adviser, paraplanner, financial planner, client services, adviser, financial adviser

qualification

Must meet educational requirements
ADFP working on CFP

educational requirements

Bachelor Degree