Vacancy Listing

Vacancy Details

FINANCIAL PLANNER

SKILLS REQUIRED:

  • ability to meet agreed financial planning revenue budget
  • 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

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Applications close at 30 August 2019 at 10:13 AM.

This vacancy was published at 13 May 2019 at 10:13 AM.

Contact Details

For more information or to apply for this vacancy, please call or forward your resume to:

Tracey Toy
Monarch Personnel

03 58 315 880
ttoy@monarchpersonnel.com.au

  • At a glance...

  • Location
    Shepparton, Goulburn Valley Region
  • Placement Type
    Permanent
  • Hours
    Full-time

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