Financial Planner (Part-time 4 Days or School Hours)

Financial Planner (Part-time 4 Days or School Hours)

  • 0 Stars.

This boutique Financial Planning Practice has been providing a full range of financial services and business solutions to high net worth individuals, families, business owners and self-managed super fund investors since 1994. Their clients also have an opportunity to take things a step further and truly build their wealth through a private qquity arm which provides access to a unique deal flow borne out of a wide network of business relationships.

The recent acquisition of a retail book of clients has created a fantastic opportunity for an experienced  Financial Planner to join their team based in Subiaco. The role will be structured on a part time basis which could be 4 days a week or school hours. The role suits Planners who are keen to maintain a good work and lifestyle balance.

Phone: 0422922467

Perth Western Australia

Job Description
Employment type: Part-time
Preferred experience:

You will be looking to join a group where servicing their clients very well is their prime focus and moving away from a product flogging philosophy. Candidates will have completed their Advanced Diploma of Financial Planning along with being degree qualified (or working towards the equivalent requirements by 2019). Candidates will enjoy/prefer a hands-on approach to their duties and working within a dedicated and close knit team of professionals.

And in the longer team this role can evolve around the successful candidate's career plans and aspirations. Planning opportunities with this flexibility around work hours don't come along very often so make sure you express your interest ASAP by contacting Mike Underwood on 0422 922 467 or email


Other Categories:
 Banking & Financial

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