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Financial Planner

 

  • Kalgoorlie Location

  • Fantastic Remuneration

  • Existing Client Base
  • This is an exciting opportunity for someone who has an eagerness of working with clients to provide high level planning advice.

    You will be in a dynamic branch environment and be responsible for the building of relationships within the team to ensure a smooth transition of referrals. You will be sales and customer focussed and have the ability, passion and drive to recommend appropriate products and strategies to clients with a focus on risk, retirement, super and investment.

    To be considered and successful in this position you will need to:

    • demonstrate a strong track record in financial planning, customer relations and achieving results
    • have knowledge of specialised insurance, including writing risk (Life, TPD, IP etc)
    • be able to demonstrate sound judgement and expertise in the evaluation of ideas and strategies
    • provide high level and tailored financial advice to clients while providing superior customer service
    • have successfully completed DFP 1 to 4 (be RG146 compliant)
    In return for the above you will be highly rewarded for your efforts and success with an extremely attractive salary and bonus scheme. To apply please contact ????? ????? on (??) ???? ???? or send your resume to ???@???.???>

     

     

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