At a Glance
- Tasks: Provide holistic financial advice and build lasting client relationships.
- Company: Join RGM Financial Planners, a trusted Gippsland practice.
- Benefits: Competitive salary, professional development, and supportive team environment.
- Other info: Collaborative atmosphere with opportunities for career growth.
- Why this job: Make a real difference in clients' lives through expert financial planning.
- Qualifications: Experience in financial planning and ASIC registration required.
The predicted salary is between 72000 - 88000 $ per year.
RGM Financial Planners Pty Ltd in Traralgon, VIC, is seeking an experienced Financial Planner to join our established Gippsland practice.
You’ll provide holistic financial advice across retirement, investments, insurance, and estate planning, building lasting client relationships.
You’ll meet ASIC registration requirements, complete CPD, and work with paraplanners and client services to deliver compliant Statements of Advice and ongoing reviews.
#J-18808-Ljbffr
Financial Planner in Traralgon employer: RGM Financial Planners Pty Ltd
RGM Financial Planners is an exceptional employer located in Traralgon, offering a supportive and collaborative work environment that prioritises employee growth and work-life balance. With competitive salaries, monthly RDOs, and a friendly team culture, employees benefit from ongoing professional development and the opportunity to work alongside experienced advisers and accountants. This role not only allows for meaningful client interactions but also provides a strong foundation for career advancement within a well-established practice.
Contact Details:
RGM Financial Planners Pty Ltd Recruitment Team
