Our client is a leading Financial Institution across Australia. Due to an internal restructure they are now seeking a qualified planner to join their North Brisbane team.
 
Daily duties will include:
 

• Providing sound financial advice to clients
• Meeting defined targets on FUM and risk
• Servicing existing clients
• Assisting in new business development

 
The successful candidate will ideally have 2-3 years financial planning experience at branch level with a financial institution. You will be self motivated and have the ability to identify your own weaknesses and limits. This role is primarily servicing clients and converting referrals from branch staff. As a result, customer service skills are more important than business development. You will work well as part of a team and have the drive to join a highly motivated, team oriented organisation.
 
This is a fantastic opportunity to take the next step in your career with a reputable organisation with a strong referral source in place. You will have responsibility for a number of branches with full para-planning support provided.
 
For more information on this exciting opportunity please contact Colin Duke on 07 3009 9293 for a confidential discussion. To apply, please click on the link below or send your resume to Brisbane@whmarkssattin.com quoting reference number CD/355201.