Financial Planner jobs in Perth WA
3 jobs
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Posted 16d ago
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Manage a portfolio of Personal Health & Injury clients providing exceptional service.
- Liaise with families, advisers, and external stakeholders to meet client financial needs.
- Conduct compliance reviews and ensure adherence to trustee obligations.
+60d ago
~$240k - $300k(Estimated)
KEY POINTS WE FOUND
- Build and manage long-term client relationships
- Conduct client meetings and deliver tailored financial advice
- Ensure compliance with ASIC and legislative requirements
+60d ago
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
- Collaborate with team members to formulate advice strategies and generate tailored advice documents.
- Lead and coach junior team members while preparing financial calculations and attending client meetings.