financial planner - parramatta - 3 month contract in Parramatta

posted:
location
Parramatta, New South Wales
job type
Contract
salary
AU$ 70,000 per year
reference number
90M0170035_1498553617
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job description

Financial Planner - Parramatta - 3 Month Contract

Opportunity to work for a government business that provides financial planning needs to Australian Citizens that need financial services

  • Good salary
  • 3 Month Contract (may extend)
  • Paramatta Location

The Company

Government business that provides services to administration of deceases estates and trustee services. They take care of Australian Citizens though taxation services, legal matters, pensions as well as asset management.

The Role

This role is responsible for developing and reviewing through to completion of less complex financial plans. You will be providing guidance to both the client and staff internally on how best to help the clients personal financial circumstances.

The plans are very different from one case to the next. Expectations of the clients also are very different so a financial planner that likes variety will be ideal.

There is no need for any business development in this role.

Experience Required

You need to have at least 2 years of financial planning experience

Solid understanding of financial planning practice

Knowledge of managed funds and investment, superannuation, investment markets, taxation and law practice

RG-146 Compliance at the very minimum

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood on , quoting Ref No. 90M0170035

skills

Financial Planner, RG-146 Compliance
apply now