Financial Planner

About the Company:
This well established accounting firm, situated in a great location has around 12 staff members. The firm is currently looking to expand and this practice also has a Financial Planning division. The team working culture is very stable and the firm promotes work/life balance. The key clients in this firm also vary which will provide individuals with good exposure.
Job Responsibilities:
In this role the successful applicant will be responsible for:

• Understanding all aspects of Financial Planning
• SOA
• Providing significant financial advice
• Gathering required information for clients
• Gathering appropriate information from clients
• Experience using Voyager software

What’s On Offer:
This role is now currently offering a financial planner to join a well established accounting firm with an existing established financial planning base. No fees will be required and you must be an Authorised Representative of Count Financial.
Job Criteria:
The successful candidate will be well presented and have excellent written and verbal communication. You will have a solid understanding of Financial Planning, and the process including SMSF’s, retirement, taxation, estate planning, asset allocation and wealth protection. A Certified Financial Planning qualification would be highly regarded and you must be an authorised representative.
How to Apply:
Should this role seem of interest to you please click on the ‘Apply Now’ Button or contact your Career Consultant at Outfit Recruitment.