Our client is seeking an experienced Financial Planner to provide advice on investments, retirement planning, long-term insurance, and tax strategies. The role involves managing and growing a client base, delivering excellent service, and driving sales. Minimum requirements include a relevant tertiary qualification, RE5 exams, appropriate Class of Business accreditation, and at least 2 years’ experience on a Financial Planning practice license. CFP® designation is preferred.
Minimum Requirements to Apply:
- Relevant tertiary qualification in Financial Planning, completion of RE5 exams, and appropriate Class of Business accreditation for Investments, Pension Fund Benefits, and Long-Term Insurance.
- Certif...