- Help grow and develop the Financial Planning division.
- Provision of comprehensive Financial Planning advice to clients encompassing strategies such as Investments, Superannuation, (inc SMSF), Transitions to Retirement strategies, Centrelink Planning, Cash Flows, SMSF's, Aged Care and Risk.
- Build and strengthen staff relationships to obtain internal client referrals from other divisions.
- Source external referrals from personal networks.
- Meet monthly budgets and key performance indicators.
The right candidate will be:
- Client focused and have a willingness to help and support our existing and new clients in achieving their goals and objectives.
- Committed to ethical and compliant dealings with clients.
- Have a good understanding of the current legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.
- Enjoy working autonomously as well as within our talented team.
Financial Planner (Ballarat) employer: Mulcahy & Co
Mulcahy & Co is an exceptional employer located in Geelong, Victoria, offering a supportive work culture that prioritises professional growth and client-focused outcomes. With opportunities to specialise in various legal areas while collaborating with experienced colleagues, employees are encouraged to develop their skills in a dynamic environment that values high-quality legal service and community impact.
