Financial Planner

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Financial Planner job in Brisbane region with clear career progression opportunities in place.

Summary about this job

Account & Relationship Management

Company: Hays Banking

Location: Brisbane

Work type: Full Time

Salary: n\a

Phone: +61-7-4186-3932

Fax: +61-2-4041-4889

E-mail: n\a

Site:

Detail information about job Financial Planner. Terms and conditions vacancy

  • Permanent Role
  • Established and Energetic Culture
  • Based Brisbane CBD

Financial Planner job in Brisbane region with clear career progression opportunities in place.

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 Financial Adviser, 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.

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' 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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