Financial Planner
This forward thinking financial institution are looking for a motivated and experienced financial planning expert to join their expanding team.
Summary about this job
Financial Planning
Company: Stonefish Recruitment
Location: Brisbane
Work type: Full Time
Salary: $90,000 - $119,999
Phone: +61-2-7527-3033
Fax: +61-2-3089-6253
E-mail: n\a
Site: n\a
Detail information about job Financial Planner. Terms and conditions vacancy
- Strong salary package and bonuses
- National financial serivces firm with enviable reputation.
- Strong career prospects.
Leading financial services firm who specialise in wealth protection and investment are looking for a motivated and experienced financial planner to join their expanding team based in Brisbane.
Reporting directly to the Head of Wealth for the State you will be tasked with helping their customers with their future dreams and aspirations through holistic financial planning and a partnering approach. It is envisaged the successful applicant will possess the following skills and attributes.
- RG 146 Compliant and Diploma in F.P.
- Minimum two years financial planning experience.
- Notable experience in Superannuation and Insurance products is a must
- Strong business development skills.
- Superior communication and negotiating skills.
- Excellent track record of compliance.
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Ability to deliver presentations on a regular basis.
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Portfolio management experience.
In return you will be rewarded with modern and friendly working environment with a passion for delivering exceptional customer service as well as a number of qualified leads. Candidates who are degree qualified or holding a tertiary qualification in a business related discipline will be highly regarded. A competitive package will be negotiated with the successful individual based on experience.