Our client is looking to build, develop and grow the financial planning part of their business. This position involves developing and implementing financial plans for individuals or organisations, and to advise on investment strategies.
They are looking for self starter to take control, be well organised, driven, and outcome based.
You will be required to:
- Delivering high-quality financial advice by providing technical expertise, supporting the preparation of advice strategies, and ensuring the seamless execution of the financial planning process.
- To play a key part in managing client relationships, maintaining compliance standards, and contributing to the development of tailored financial solutions that meet
client objectives and align with the practice’s strategic goals.
- Follow all workflow processes in line with company policy, including the use of tasks and threads to record and follow ALL workflow





If you are considered by others to be:
- A quick learner, proactive and keen to take the initiative;
Excellent communication skills;
- Meticulous attention to detail and a strong compliance commitment;
- Prioritise client meetings
- Be well organised, productive, plan for uncertainties, and balance competing demands across multiple projects and deadlines
- Commercially savvy, good at listening, creative and intuitive;
- Goal driven and energetic;
- Self-confident but not overbearing.

The ideal person will have a bachelor degree or higher with at least 12 months of experience.
You will be rewarded with an attractive base salary range of $80,000-$90,000 pa (+ superannuation).
Only successful applicants will be contacted.

📌 Financial Planner (Prayagraj)
🏢 Skilled Jobs Australia
📍 Prayagraj