| Financial Advisor Global Company - Up to $100K + |
Financial Advisor Global Company - Up to $100K +
My client : Our client is global wealth Management Company with offices in every corner of the world. A role has become available for an experienced Financial Planner to join their Brisbane office. This is a great opportunity for someone wanting to work with a successful global organisation. There is also opportunity for international job opportunities for the right candidate. The Role:
Sound understanding of financial planning processes including:
The person my client is looking for will be a self-starter who demonstrates the drive and commitment to succeed as a Financial Planner. Working under the guidance of a Senior Adviser, the role will be primarily responsible for managing and leveraging relationships with existing clients. The Advisers will drive revenue growth from new and existing clients through a partnership approach. The key to success in this role is to develop excellent relationships with clients, the team and the wider community. The client portfolio comprises a mix of investments (mostly superannuation) and/or risk, as well as corporate superannuation plan clients. A bonus scheme is available which will be based on performance against financial targets, primarily revenue generation from existing clients and secondarily from new clients acquired by the team.
Our client is a well-established National Financial Services firm with offices in Brisbane CBD. They pride themselves on providing a personal and professional level of service to their clients. This is an opportunity to join a successful, close knit team, where the chance of career advancement down the track is optional. · The role will be working with 2 very down to earth Advisors and will see you: · Answering phones and handle initial enquiries · Prepare and provide statements · Prepare commercial renewals including calculation of premiums, typing of invoices, schedules, PI proposals) · Follow up outstanding new business and renewals · Action new claims and manage claims to completion, inclusive of follow up assessors, claims staff and clients · Giving domestic/commercial new business advice, quotes, placement of cover (face to face when necessary) · Liaising with Underwriters - following up terms, binding cover, following up policy documents
You will ideally have the following experience and skills: At least 2-3 years experience in a similar role · Excellent written and verbal communication skills - customer service · RG146 Tier 2 - insurance broking or general insurance · Demonstrated attention to detail · Professional attitude · Great communication skills · Ability to work in a small team environment
This company has really forged a great name for themselves nationally. On offer to the successful candidate is a great salary package. Other requirements may be negotiated at the interview but don't hesitate, apply now to be considered for great opportunity. For more information about this job, contact Cressida Ward via phone 07 3229 5822 or email cressidaw@sinclairconsulting.com.au and quote job ref 40527/CW. |
