At a Glance
- Tasks: Deliver holistic financial advice and build strong client relationships.
- Company: HR Partners, a leading firm in Sydney CBD with a supportive culture.
- Benefits: Full administrative support, competitive salary, and career development opportunities.
- Other info: Join a dynamic team with a focus on client success.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial planning and strong interpersonal skills.
The predicted salary is between 61416 - 75064 $ per year.
HR Partners in Sydney CBD is seeking an experienced Financial Planner to deliver holistic financial advice to members of the fund.
The role focuses on face-to-face meetings, writing your own statements of advice, and building a client book with full administrative support to enable high-quality guidance.
You will work with a client-centric approach, convert leads into new business, and develop strong long-term relationships supported by an established fund.
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Sydney CBD Financial Planner employer: HR Partners
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