Financial Planner, Melbourne
About the job
This job as a Financial Planner at Aware Super is all about nurturing trust and ensuring the financial well-being of members and clients. By cultivating strong relationships and providing high-quality financial advice, you will play a pivotal role in helping individuals achieve their retirement aspirations. The team values flexibility and collaboration, creating an environment where everyone can thrive and contribute to reshaping the future of superannuation.
You'll be responsible for
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Cultivating client relationships
Building and maintaining strong relationships with clients to ensure their financial well-being and satisfaction.📝
Preparing Statements of Advice (SOAs)
Diligently preparing SOAs while upholding compliance and advisory excellence.🤝
Collaborating with the Client Servicing team
Working together with the Client Servicing team to enhance client care and achieve optimal outcomes.What we're looking for
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Financial planning qualifications
Possession of necessary licensing and FASEA-compliant educational qualifications.View
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Client relationship management experience
Demonstrated experience cultivating and retaining client relationships.View
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Statement of Advice preparation
Experience preparing compliant Statements of Advice (SOAs) for clients.View
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