Financial Planner Remote Stawell

Full Time   Stawell, Victoria - AU

0 Deadline 12/09/25

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Responsibilities will include :

Providing phone-based advice, allowing our clients to access the benefits of our services from the comfort of their own home and with minimal interruption to their day
Responsible for reviewing and providing financial advice to clients which have been with us for at least 12 months, with a focus on superannuation, insurance and retirement planning
Completing annual reviews with clients, including a review of their superannuation, personal insurances and retirement planning needs
Ensuring Statement of Advice documents being sent to clients are compliant and contain up to date information relevant to the client
Manage new client portfolios and build new client relationships
Providing ad hoc advice on superannuation, insurances; estate and retirement planning
Assist a team of Associate Advisers by providing professional guidance and skilled mentorship


The successful applicant :

Currently authorised as a financial planner and listed on Financial Adviser Register
FASEA approved and qualifications
Minimum 3 years’ experience in Financial Planning
Highly professional, excellent oral and written communication skills
High attention to detail, supported by a solid technical background
Provide outstanding service while building rapport with clients
Committed and dedicated to our clients and thrive to help them achieve their financial goals.
Knowledge of retirement planning and insurance

Company: PictureWealth AU

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