Role Description

This is a part-time hybrid role for a Financial Planner at Congdon Fuzi. You will be required to meet with prospective clients and formulating advice specific to their needs. Implement financial advice. Conduct client reviews. Respond to client queries and liaise with other professional advisers.

We're flexible in terms of days, hours and location. We offer a salary plus performance and company based bonus structure.

Qualifications

Ideally already qualified having passed the adviser exam with 3+ years of client facing experience but would consider a new entrant undertaking their professional year.

Please apply to paul@congdonfuzi.com.au with a cover letter and your CV.