Excellent opportunity in boutique Toowoomba firm for experienced OR entry level Financial Planner. Full-time or Part-time opportunity. Salary Neg
Our client, a leading financial services practice based in the heart of Toowoomba, is seeking a permanent, full-time Financial Planner to join their growing team. Entry Level applicants are welcome to apply!
The successful candidate will develop and manage a new and existing client base by providing strategic advice and guidance in the areas of superannuation, risk, wealth creation and investment.
Applicants for this role should have the following skills:
- Experience and/or the ability to deliver comprehensive and high-quality personal financial advice to match client needs
- The ability to develop comprehensive strategies across wealth creation, retirement planning, investments, and more.
- Experience in building and maintaining long-term client relationships based on trust and exceptional service.
- A willingness to actively seek new clients and business opportunities to expand our client base.
Candidates should also possess the following qualifications and experience:
- Minimum of 2 years of experience as a Financial Adviser (unless entry level)
- Be passionate about servicing clients and interested in an opportunity for the long term
- Relevant tertiary qualifications and have met or working towards FASEA requirements
- Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest
- Strong sense of professionalism and a client-centric approach
- Commercial mindset
Annual Salary to be negotiated depending on skills and experience.
