Overview

International Search Partners

As a well known and well established Financial Planning Practice, the team of Advisers and Support staff are dedicated to providing a high level of service and quality advice to their new and existing clients.  With continuous organic growth, the Practice is seeking to appoint an experienced Financial Planner or PY Planner to their team located in Albury. 

As a Financial Planner, your position will provide comprehensive financial advice to new and existing clients from within a broad demographic including pre and post retirees, business owners and wealth creators. You will be well supported administratively with Paraplanning and Client Services support.

Your position will include the following:

  • Provide holistic advice in accordance with clients’ best interest.
  • Develop appropriate technical strategy utilizing an extensive APL.
  • Provide advice across superannuation & retirement planning, Insurances and Investments.
  • Manage existing client relationships whilst further developing your client portfolio.  
  • Liaise with Paraplanning team and other internal and external stakeholders to deliver positive outcomes. 

We are seeking a self-motivated and driven individual who is passionate about financial planning and helping clients to achieve their financial and lifestyle goals. You will have strong communication skills and enjoy working within a cohesive team environment. In addition you will have:

  • Close completion of a relevant Financial Planning tertiary qualification.
  • Well-developed technical skills across retirement planning. 
  • Strong communication and relationship skills
  • Able to work autonomously and as part of a team.
  • Knowledge of Xplan desirable.

This is an excellent opportunity to establish a long term career path within a successful business providing flexibility and job satisfaction.  

For further information and confidential discussion, please contact Shelly on 0413 957 089 or email your application to [email protected]