Senior Financial Planner - Grow Client Wealth in Melbourne

Senior Financial Planner - Grow Client Wealth in Melbourne

Melbourne Full-Time On-site
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IOOF Holdings Limited, via Bridges Financial Services, is seeking a Financial Planner based in Geelong to manage client advice needs, convert prospects, and grow the client base through referrals and relationships.

You will leverage Insignia Financial platforms to drive productivity, maintain exceptional client experiences, and mentor team members while upholding compliance and technical excellence.

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Senior Financial Planner - Grow Client Wealth in Melbourne employer: IOOF Holdings Limited

At Insignia Financial, we pride ourselves on being a leading employer in the financial wellbeing sector, offering Senior Full Stack Engineers the chance to work in a dynamic and collaborative Agile environment. Our Melbourne and Sydney locations foster a culture of innovation, where you'll have the autonomy to influence technical decisions and contribute to meaningful projects that impact thousands of customers. With a strong focus on employee growth, modern engineering practices, and a commitment to diversity, we provide an exceptional workplace for those looking to advance their careers while making a difference.

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Contact Details:

IOOF Holdings Limited Recruitment Team