Financial Planner

2 weeks ago

Brisbane, Queensland, Australia HB Group (Qld) Pty Ltd Full time $80,000 - $120,000 per year

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.  

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
  • 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.

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