Financial Planner

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A growing firm based in the Redlands has an exciting opportunity for a motivated Financial Planner to be involved in building something great.

Summary about this job

Financial Planning

Company: UEM Wealth

Location: Brisbane

Work type: Full Time

Salary: n\a

Phone: +61-3-1563-1246

Fax: +61-8-7164-8625

E-mail: n\a

Site:

Detail information about job Financial Planner. Terms and conditions vacancy

  • Flexible hours, great working environment
  • Be involved in building something new
  • Large existing referral base

We are a growing Financial Planning company based in the Redlands. We’re looking for an experienced and motivated person to provide financial advice services to a range of new and existing clients. To be considered for the role, you will need:

  • Proven high level of organisational skills with strong attention to detail.
  • Proven problem-solving skills.
  • A strong understanding of Life, TPD, Trauma, Income Protection Covers and Superannuation.
  • Experience in an online office environment with a strong understanding of technology and different computer environments.
  • Excellent communication and client engagement skills.
  • Strong technical knowledge.
  • Willing to work as part of a team.
  • Consideration will also be given to a Financial Planner wishing to incorporate their existing book of business.

Why should you apply?

  • Flexible hours, great working environment.
  • Opportunity to be involved in building something new.
  • Large existing referral base.

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