Financial Planner

Job Description

We are seeking a Financial Planner to join our team in Nowra. The right candidate will be responsible for providing tailored financial advice, helping clients achieve their financial objectives. You will conduct reviews, develop comprehensive financial plans, and ensure compliance with regulatory obligations.

Responsibilities

• Collaborate with other financial professionals to ensure a holistic approach to financial planning.
• Respond to client inquiries and resolve any issues promptly.
• Stay updated on market trends and changes in regulations impacting financial planning.
• Assist in the development of financial planning strategies for new clients.

Requirements

Education

• Bachelor's degree in Finance, Mathematics, Economics or similar
• Additional qualifications such as an MBA or Master's degree in relevant fields are preferred

Experience

• 5+ years of experience in financial advisory or wealth management

Technical Skills

• Investment Management
• Regulatory Knowledge

Soft Skills

• Negotiation Skills
• Analytical Skills

Certifications

• Chartered Financial Analyst (CFA)
• Registered Financial Consultant (RFC)

Languages

• English: Fluent

Advantageous

• Proficiency in risk management strategies: Ability to assess and mitigate financial risks for clients.
• Experience in estate planning: Knowledge in helping clients with wills and estate planning.

Benefits

• Comprehensive health and dental insurance
• Paid time off and holidays
• Support for ongoing education and certifications
• Retirement savings plan with employer contributions

Company Culture

• Diversity and Inclusion: We promote diversity and inclusivity within our workplace, welcoming different perspectives and backgrounds.
• Employee Recognition: We celebrate the achievements of our staff and encourage recognition among team members.
• Community Involvement: We actively engage in community service and encourage our employees to participate.