Senior Financial Planner
Job Description:
This is a rare and unique opportunity for a Senior Planner to join an iconic banking organisation in a senior salaried role, with established referral sources and the ability to provide unlimited and holistic advice.
This organisation prides themselves on delivering exceptional service and value to their customers, You will be responsible for forming genuine partnership with several branches, building and maintaining strong referral relationships. You will provide unlimited and holistic advice to a broad range of clients, working with an open Approved Products List and an exceptional service culture.
This business offers every opportunity and full support to succeed, but you will need to have the exceptional relationship skills required to build trust and a strong reputation with your internal centres of influence, which will form the foundation of your success. You will be take full responsibility for building your client book, and work in an environment where the client experience is paramount.
With exceptional support and infrastructure, you will also have access to a sales manager who is genuinely passionate about growing their people and seeing them succeed.
If you are an experienced planner who is passionate about providing the highest level of service to your clients, then this could be the opportunity you have been waiting for. ADFS qualifications and demonstrated financial planning experience in a highly service driven environment are essential.
You will be paid a competitive based salary plus uncapped commission potential, so if you set your sights high the sky is the limit!
Rachael Trihey
Level 3 Waterfront Place
1 Eagle Street
Brisbane QLD 4000
(07) 3360 0888
Email: Please click the ‘Apply Now’ button below.
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