Industry Job Board

FINANCIAL PLANNERS - TOWNSVILLE, TOOWOOMBA, HERVEY BAY

Our Client: This is truly one of Australia’s most reputable Bank’s. They are a leader in the provision of investment management solutions and they need a Financial Planner to join their Townsville team to service the Region.

As a Financial Planner, reporting to the Practice Manager, you will be responsible for building relationships with clients and business stakeholders within your designated area as well providing customers with exceptional customer service and financial advice.

Their Planners have access to a wide variety of resources to help them achieve their targets and goals as well as an excellent support network to help with everything from administration to legal and technical issues.

To be successful in this role you will require:

• RG146 compliant and working your way towards ADFS
• Proven performance in financial planning and customer relations
• Ability to provide quality risk advice to clients
• Ability to build and maintain effective internal and external relationships
• A high level of communication skills both verbally and in writing.

Benefits: You will enjoy the stability of this leading bank and wealth management group that can offer opportunities locally and nationally to meet your career aspirations. You will enjoy the leadership and focus around development to ensure that you are the most effective planner you can be. This position will offer a highly attractive package for the right individuals.