Bridges Financial Services is seeking a Financial Planner to manage the advice needs of existing clients in Parramatta, convert prospective clients and introduce new clients through referrals. You will leverage Insignia Financial platforms and established processes to drive productivity, compliance and client engagement.
Ideal candidates are RG146 compliant, with the Adviser exam completed and courses in Australian Tax Law and Commercial Tax.
Wealth Planner: Build Relationships & Client Growth in Sydney employer: Bridges Financial Services
Bridges is an exceptional employer, offering a vibrant work culture in the heart of Sydney where your passion for customer service can truly shine. With a strong focus on employee growth, you will have the opportunity to develop foundational skills in client engagement and advice operations, all while contributing to the financial wellbeing of Australians. Enjoy flexibility, celebrate diversity, and be part of a team that values your unique contributions as you embark on a rewarding career journey.
Contact Details:
Bridges Financial Services Recruitment Team
