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 Read more […]

September 1, 2010 • Tags: , , • Posted in: General • Comments Off on Senior Financial Planner