Senior Financial Planner, Leading Financial Planning Business
Our client help people build wealth. They pride themselves on providing personalised advice and valued investment services and are changing the shape of the industry. As a result of business growth, an opportunity has arisen for an experienced Financial Planner to join this business.
Responsibilities include:
• Coach a team and provide guidance and mentorship to all support staff.
• Manage a book of existing clients and be passionate about the delivery of the best advice
• Conduct meetings/reviews with all clients and tailor the overall investment strategy.
• SMSF experience particularly with SMSF property investment
Send your CV to eoin@cloughmorestone.com.au
