Partnership Opportunity - Financial Planner (Corowa)

Location: Corowa, VIC, Australia
Date Posted: 13-02-2018
Our well respected client operates a very successful financial planning practice located in the Corowa area.

An amazing opportunity is now available for a degree qualified Planner to join and take equity in their firm and provide high quality financial advice to their clients. The main responsibilities of this role will include working with direct equities, superannuation and insurance.
 
To be considered for this role, candidates should possess the following skills and attributes:
  • 4+ years experience as a holistic Financial Planner
  • RG146 compliant, and degree qualified
  • Certified Financial Planner
  • Proficient in financial planning software & Microsoft Office Suite
  • A self-starter and a team player
  • A sound knowledge of superannuation compliance
We are only looking for someone from or wishing to move to Corowa who will be involved fully with the local community.

This position is a fantastic equity partnership opportunity for someone with ambition and drive.

Feel free to contact Dan Sawyer for a confidential discussion.
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