Business Financial Planner Toowoomba
Business Financial Planner job in Toowoomba
Summary about this job
Financial Planning
Company: Hays Banking
Location: Western QLD
Work type: Full Time
Salary: n\a
Phone: +61-8-6496-2302
Fax: +61-3-6568-5595
E-mail: n\a
Site: n\a
Detail information about job Business Financial Planner Toowoomba. Terms and conditions vacancy
- Regional Financial Planner
- SME & Agri Business clients
- Attractive Remuneration
Business Financial Planner job in Toowoomba
Your new company
This leading institution is a pioneer in wealth management and offer a healthy work/life balance within their corporate culture. A Financial Adviser is required for this well-known institution, located in the Brisbane region. Being uniquely positioned in the market, not only are they committed to providing customers with both quality products and services, they are also committed to ensuring their employees are fully supported in their career.
Your new role
As the Business Financial Planner, you will support your clients to help identify and meet their financial goals and dreams . You will be responsible for achieving revenue targets whilst delivering a superior client experience. To ensure a healthy pipeline of referral business, you will be tasked with forging strong relationships with the branch network. Your Clients will range from SME to Agri business clients and will leverage off the existing relationship managers.
What you'll need to succeed
As the successful applicant, you will be passionate about ethical and compliant advice and providing a premium service to your clients. In addition, you will have:
- RG146 Qualified
- CFP as a minimum
- Relevant Finance Degree
- Experience in a Financial Planning role previously
- Proven ability to meet and exceed revenue targets
- Excellent compliance records
What you'll get in return
As well as an attractive salary package this is a great opportunity to utilise your financial planning experience to service a range of clients. There is also an excellent opportunity for the right candidate to develop their career within this large financial organisation as they grow their senior talent from within the business.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.