Associate Financial Planner

Exciting opportunity for an Associate Financial Planner in Perth Your new company This national organisation is amongst one of the market leaders in financial advice. Their customer focused approach allows for the provision of reliable and professional Financial Advice to each and every individual. Your new role As an Associate Financial Planner you will be working closely with a Senior Planner to fine tune and perfect your skills. You will be required to proactively look after each clients' needs, organise client reviews, and ensuring all work and client communication is of high quality. In addition you will be responsible for ongoing compliance checking of client files and adhering to company procedures and policies. What you'll need to succeed As the successful applicant you will have a relevant degree and ADFP. You will have experience in a working in a Financial Planning firm previously and have a proven desire to succeed as a Financial Planner. You will have exceptional communication skills, with a professional manner. What you'll get in return On offer is an attractive salary package, and excellent earning potential. You will work within an experienced team, who will assist and support you in your learning and development. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. 2092022
Accounting / Finance
Full Time
Salary negotiable

Perth Region

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