Investment & Retirement Planner – Collaborative, Client-Focused in Caringbah

Investment & Retirement Planner – Collaborative, Client-Focused in Caringbah

Caringbah Full-Time On-site
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Southern Advisory in Caringbah, Sydney, is growing and recruiting a Financial Planner. The role focuses on investment and retirement planning advice, with scope to incorporate insurance as needed, supported by our in-house paraplanning and admin team.

We value a collaborative team culture, strong client service, and experience in financial planning. We are open to part‐time or full‐time arrangements based on what suits you best.

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Contact Details:

Southern Advisory Recruitment Team