Leading financial planning firm who specialise in holistic financial planning are looking for a motivated and experienced financial planner to join their expanding team based in Brisbane.
Reporting directly to the owner of the business you will be tasked with helping clients achieve their future dreams and aspirations through solid, proven financial planning and a partnering approach. It is envisaged the successful applicant will possess the following skills and attributes.
- ADFP or CFP
- Minimum three – five years financial planning experience.
- Notable experience in Superannuation and Insurance products is a must
- Strong business development skills.
- Superior communication and negotiating skills.
- Excellent track record of compliance.
- Ability to deliver presentations on a regular basis.
- Portfolio management experience.
In return you will be rewarded with modern and friendly working environment with a passion for delivering exceptional customer service as well as a number of qualified leads. Candidates who are degree qualified or holding a tertiary qualification in a business related discipline will be highly regarded. A competitive package will be negotiated with the successful individual based on experience.