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financial planner northern suburbs in Northern Suburbs Melbourne

Northern Suburbs Melbourne, Victoria
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job description

One of Australia’s fastest growing and most vibrant mortgage lending and financial planning businesses has a new opportunity for a financial planner. This role has a particular focus on new business development from referrals from mortgage brokers and accountants.

This is a full-time position as a Financial Planner. With a focus on personal risk/ life insurance and superannuation, leads will be provided by a network of mortgage brokers. You will not need to provide your own leads, although this would only contribute to your bonus opportunity.

The successful candidate will be RG146 compliant and hold Advanced Diploma Financial Planning. CFP will be highly regarded. You will have previous face-to-face experience in a similar role. The business is a mix of risk & super advice and pre-retirement & TTR strategies.

You will be offered a salary package commensurate with experience and very achievable targets.

To apply online, please click on the appropriate link. Alternatively, for a confidential discussion, please contact Frank Walsh on 03 8319 1146

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