At a Glance
- Tasks: Manage client portfolios and provide expert advice on investments and estate planning.
- Company: Successful Independent Financial Advisory with a supportive team culture.
- Benefits: Clear career progression, collaborative environment, and professional development opportunities.
- Other info: Structured environment with plenty of opportunities for personal and professional growth.
- Why this job: Join a dynamic team and help clients grow their wealth through offshore investing.
- Qualifications: 1-3 years of financial planning experience and strong communication skills.
The predicted salary is between 63000 - 77000 $ per year.
The Recruitment Council, on behalf of its client, a successful Independent Financial Advisory based in Newlands, WA, seeks a financial planning professional with 1–3 years of experience.
The role offers a collaborative team culture and a clear path for professional growth.
You will join a structured environment, manage a book of existing clients and daily new leads, and provide advice on investment portfolios, wills, estate planning, and offshore investing.
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Junior Financial Planner 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.
