Associate Adviser

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Associate Financial Planner Job in Brisbane CBD

Summary about this job

Financial Planning

Company: Hays Banking

Location: Brisbane

Work type: Full Time

Salary: n\a

Phone: +61-8-1450-8377

Fax: +61-7-3670-1539

E-mail: n\a

Site:

Detail information about job Associate Adviser . Terms and conditions vacancy

  • Brisbane CBD Location
  • Attractive Remuneration

Associate Financial Planner Job in Brisbane CBD

Your new company
This leading institution is a pioneer in wealth management and offer a healthy work/life balance within their corporate culture. An Associate Financial Adviser is required for this well-known institution, located in the Brisbane CBD. 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 Associate Adviser, you will service two high flow branches, support your clients to help identify and meet their financial goals and dream and also assist your Senior Financial Planner, who will mentor you. 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.


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
  • Experience in a Financial Planning role previously
  • Must obtain a relevant degree / Grad Cert
  • Proven ability to meet and exceed revenue targets
  • Excellent compliance records
  • Highly Energetic


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' or for more information and a confidential discussion on this role or to find out about more opportunities in Finance contact David Cox at Hays on (07) 3243 3077 or email [email protected]

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