EMPLOYMENT

Rare opportunity for a Senior Financial Planner to join a leading Financial Services organisation on a part time basis. Flexible hours, WFH hybrid About the role This role is responsible for the account management of retail clients. Duties include: Review system-generated SOAs and LOEs Monitor ongoing compliance Review staff phone calls with clients and prospects General advice via phone / video calls with current and prospective clients Answering client and prospect emails where appropriate Assisting the sales, administration and operation staff members in administering client accounts Explaining insurance quotes Ensuring regulatory and AFSL obligations are met About you: We are looking for a passionate and motivated self-starter, who’s articulate and personable in their approach. The ideal candidate will possess the following skills & experience: Proven experience working within Financial Planning Have an AR number FASEA qualifications (or proof you're close to becoming compliant) Experience in Super, Investments, Insurance exposure as well as SMSF/TAX/Family Trust Ability to provide compliant phone-based advise to clients If you feel like you have the necessary experience, please submit your resume to Reflect Recruitment by clicking APPLY NOW.