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phone based financial planner in Melbourne CBD

Melbourne CBD, Victoria
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job description


Our client is a market leading financial planning firm with a great reputation. This opportunity will allow you to strengthen your knowledge base by being part of a high performing team. You will work closely with the client services team You will have the opportunity to work across a diverse client base and use your outstanding financial planning skills.


This is a phone based advice role that requires you to have solid financial services experience, along with developed technical knowledge. You will provide both general and limited advice to our clients

At a minimum you will be RG 146 compliant and have completed the Diploma of Financial Planning. Ideally, you will also hold a relevant degree. The right person will be remunerated with a competitive package.

This is a fantastic opportunity for a financial planning professional with a good knowledge base in insurance and Super who are keen to further their career within a reputable organisation who truly values strong work ethics.


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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