Be a part of a growing and fast paced independently owned financial planning firm which provides holistic advice to a range of clients.
About the company
Our client is independently owned financial planning firm providing holistic advice to a range of clients. Their continued organic growth has resulted from existing client referrals and acquisition of client books. The firm is a national firm with offices all over Australia, including their head office on St. Kilda road and an offshore office in The Philippines which does all the paraplanning. The head office has over 60 people.
About the role
This is a permanent full-time position. You will be working alongside a team of experienced financial planning professionals and your key duties will include: