At a Glance
- Tasks: Meet clients and advise on investment portfolios, tax planning, and estate strategies.
- Company: Join a professional team at The Recruitment Council in Newlands.
- Benefits: Competitive salary, flexible working hours, and ongoing training opportunities.
- Other info: Dynamic work environment with opportunities for career advancement.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: Qualified Financial Planner with strong communication and analytical skills.
The predicted salary is between 63000 - 77000 $ per year.
The Recruitment Council in Newlands, Australia, seeks a qualified Financial Planner to join a professional team at the Newlands office.
You will meet clients virtually or in person, onboarding new clients and advising on investment portfolios, including offshore opportunities.
You will assist with tax planning, estate planning, and wills, prepare regular reviews, and maintain accurate client records while ensuring strict FICA compliance.
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Financial Planner: Wealth, Tax & Estate Strategy employer: The Recruitment Council
The Recruitment Council offers a dynamic and supportive work environment, emphasizing professional growth and teamwork. Employees benefit from a structured approach to client management and have opportunities to work with high-net-worth individuals, enhancing their skills in executive support and financial planning. The company fosters continuous learning and personal development, making it an attractive employer for professionals seeking to advance their careers.
