Financial Planner / Adviser
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Risk Insurance Adviser - Financial Planner
Salary:
80.00 - 100.00
Posted:
04-02-2025
Category:
Corporate Finance Strategic Planning
Geelong,
Job Description
Risk Insurance Adviser – Financial Planner Forbes Fava Saville Financial Planning Geelong or Melbourne Financial Planning (Banking & Financial Services) Full time and ongoing Join Our Team as a Risk Insurance Adviser – Financial Planner Unlock Your Potential in a Niche Financial Planning Role Are you passionate about making a difference in people's lives through expert financial planning? Do you have a knack for navigating the complexities of risk and life insurance? If so, we have the perfect opportunity for you! About Us: We are a leading financial planning firm dedicated to providing tailored solutions to our clients. Our team of professionals is committed to excellence, integrity, and innovation. We're looking for a dynamic Risk Insurance Adviser – Financial Planner to join our growing team and help us continue to deliver exceptional service. Key Responsibilities: Provide expert advice on risk management and life insurance solutions tailored to individual client needs. Analyse clients' financial situations and develop comprehensive plans to ensure their financial security. Stay current with industry trends, regulations, and best practices to offer cutting-edge advice. Build and maintain strong relationships with clients, ensuring their long-term satisfaction and trust. Collaborate with other financial planning professionals to deliver holistic solutions. Qualifications: Proven experience in financial planning, specialising in risk insurance, life insurance, and disability cover. Relevant certifications (e.g., CFP, CLU) are highly desirable. Strong analytical and problem-solving skills. Excellent communication and interpersonal abilities. Commitment to maintaining the highest ethical standards. What We Offer: Competitive compensation and benefits package. Opportunities for professional growth and development. A supportive and collaborative work environment. The chance to make a meaningful impact on clients' lives. How to Apply: If you're ready to take your career to the next level and join a team that values expertise, integrity, and client-focused solutions, we want to hear from you! Please send your resume and a cover letter detailing your experience and why you're the perfect fit for this role to Applications close 5:00pm Friday 31st January 2025 . Become a key player in our mission to provide unparalleled financial planning services. Apply today and help us shape a secure future for our clients! We look forward to welcoming you to our team! #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 04-02-2025
Category: Corporate Finance Strategic Planning
Geelong,
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