Job Survey: Senior Financial Planner

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Location: Melbourne, Victoria, Australia. Company: Commonwealth Financial Planning Experience: Mid-level Highest Level of Education: MA - Academic Program

Job Responsibilities Interviewing clients, collecting information, preparing financial plans, plan presentations, implementing plans and ongoing reviews. (80%) Meetings and Training to staff, para planners & graduates (10%), Administration (10%) Job Requirements Completing a Dimploma of Financial Planning and becoming a CFP. Uppers Dealing and assisting clients meet their personal and financial goals and objectives. Downers Administration. Lifestyle Flexible working hours, but some long days are applicable. Suit and tie to work, meetings, etc. Some business travel and company social events. Compensation Good base of salary between $ 50,000 to $ 90,000 plus bonuses for excellent service, compliance and reaching targets. Advice to Jobseekers There is a huge future in becoming a financial planner and the financial planning industry will continue to grow. This Senior Financial Planner career survey is just one of 1000s of exclusive career surveys available on Vault. Find out what it's actually like on the job with Vault's job surveys. Read all Vault Career Surveys for the inside scoop on specific jobs Read Vault Employee Surveys for the inside scoop on specific employers Read Vault Student/Alumni Surveys for the inside scoop on colleges and grad schools