We’re a financial planning firm based in the beautiful town of Orange, in New South Wales. We’re a small, connected team, committed to helping people achieve their financial goals.
Whether they come to us needing retirement planning, wealth protection advice or a comprehensive financial plan, we work alongside them to create customised plans that meet their unique needs.
When you join us, you’ll be working with individuals from a range of backgrounds – from young couples and families who are working on wealth creation to retirees who need support determining the best income streams to support their retirement.
We’re currently searching for the ideal financial planner who wants to join our dedicated team. What makes you the ideal team member?
Skills and qualifications come with experience.
We’re always looking to facilitate your growth as a professional financial planner, but there are a few prerequisites.
You’re the ideal team member if you have:
Above all, you believe in our mission: helping people step up to achieve their financial goals.
As much as we believe in finding the right person for the role, we believe in being the right place for you.
We work according to flexible schedules, between home and office, because we believe that’s the best way to properly achieve work/life balance.
We offer a competitive salary and benefits. We’ll also provide you with opportunities for career development by supporting you through qualifications and certifications to take you further in your career.
We can’t offer you the world. But we can offer you the chance to change someone else’s.
Join us at Step Up Financial, and help us improve the life of our clients by supporting their financial goals, growth and achievements.
– Employment type: Full time
– Role: Financial planner
– Employment type: Hybrid and flexible working options
We seek a dedicated and experienced Financial Planner to join our team and provide comprehensive financial planning services to our clients. As a Financial Planner, you will be crucial in helping individuals and families achieve their financial goals and secure their financial future.
– Key responsibilities:
– About you. You will:
107 Moulder Street,
Orange, NSW 2800
PO Box 2499
Orange, NSW 2800
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