Financial Planner

 

Immediate Opportunity

Well established Financial Planning firm

Convenient location

Our client is a well established financial planning organisation with strong referral networks in place. They are currently looking to recruit a Financial Planner to join their team based in Hervey Bay.

This position will see you building and maintaining successful relationships with clients in order to further sales within your designated area. You will be responsible for providing exceptional levels of customer service to all clients whilst providing sound financial advice.

You will have experience working within a Financial Planning organisation and your ability to build new business through your own channels and referral sources will be second to none. You will handle all aspects of planning and associated administration.

To be successful you will be RG146 compliant and be well versed in Life Insurance, Superannuation and all other facets of Financial Planning. You will have strong sales skills and the ability to meet and exceed targets. Effective relationship building skills with both internal and external clients are essential as are exceptional communication skills.

You will be provided with a wide range of resources to help you become highly successful within this role. On offer for the right candidate is a salary package including base salary and uncapped commissions.

To apply for this position please email your resume to ???@???.??? quoting reference number CD/(??) ???? ???? or click on the link below. For a confidential discussion please call ????? ????? on (??) ???? ????.