As a Financial Planner, you will be responsible for providing personalised financial advice and planning solutions to our diverse client base.

What you'll be doing

 • Conducting detailed financial assessments and analyses to understand client's financial goals and risk profiles

 • Developing comprehensive financial plans tailored to each client's unique needs and objectives

 • Presenting financial recommendations and solutions to clients in a clear and compelling manner

 • Providing ongoing support and guidance to clients to ensure they stay on track with their financial plans

 • Collaborating with other financial professionals to deliver integrated wealth management services

• Staying up-to-date with industry regulations, products and best practices

 • Maintaining meticulous records and documentation to ensure compliance with internal and external requirements

What we're looking for

 • Relevant tertiary qualifications in finance, accounting or a related field

 • Proven track record of providing high-quality financial planning and advisory services to clients

 • Strong analytical and problem-solving skills with the ability to interpret complex financial data

 • Excellent communication and interpersonal skills to effectively liaise with clients and colleagues

 • Registration with the Insurance Commission (IC) as a financial advisor

 • Commitment to ongoing professional development and maintaining relevant certifications

What we offer

We are dedicated to providing our employees with a supportive and rewarding work environment. In addition to a competitive part-time remuneration package, we offer flexible working arrangements, opportunities for career progression, and a range of health and wellbeing initiatives to support your overall work-life balance.