Are you a Financial Planner who can generate new business and maintain relationships with established clients? 

SKILLS REQUIRED:

• ability to meet agreed financial planning revenue budget

• Excellent people skills to manage relationships & provide excellent customer service
• maintain fully compliant files in accordance with standards
• convert leads into new business

EXPERIENCE / QUALIFICATIONS:

• Self Managed Superannuation Fund (SMSF) Specialist would be ideal
• RG146 and the relevant degree qualification under the AFEA regime

This is a full time, permanent role based in Shepparton.  For more information please contact Tracey Toy on 03 58 315 880 or email your resume to ttoy@monarchpersonnel.com.au