Senior Financial Planner
This leading financial organisation takes pride in the reputable presence they hold within the Wealth Management sector. They have a strong focus on providing their clients with tailored advice, premium customer service and endless support to their employees. As part of ongoing development they are looking to appoint a Senior Financial Planner to develop their business in Toowoomba.
Key Responsibilities:
* Delivering premier quality advice and service
* Maintaining an existing portfolio of clients
* Grow and develop your client base through leads and referrals
* Tailor a selection of products to assist clients to achieve their ultimate goals
Key Requirements:
* 4+ years experience
* Ability to identify client needs and deliver services to meet client expectations
* Demonstrated product knowledge in the areas of investment and risk
* Ability to build and main strong relationships with clients and internal and external referral sources
* Outstanding relationship management and rapport building skills
* RG146 Compliant
* Advanced Diploma - Financial Planning
This role offers an outstanding opportunity to work for a professional organisation in a key role offering prospects for career progression. Interested applicants should contact Kypros Kateifides on (07) 3032 2299 in Robert Walters Brisbane Office or apply below.