Our client was established in 1992 with the aim of simplifying the entire process of getting a home loan and is now one of Australia’s largest independently – owned Mortgage Broker. With offices all throughout Australia, our client empowers their customers through by educating them and providing peace of mind to all kinds of customers. The core service is to provide extensive home loan advice through nationwide network of hundreds of franchises.
Currently a position exists for an experience Senior Financial Planner with the potential to be an Equity Partner. The successful candidate will be based in Brisbane but their works will also encompass the Townsville Branch. With a growing client base of 3000, 60 – 70 clients will be given per week through their Network
Duties:
- Client communications and meetings
- Build and maintain strong client relationships
- Provide quality advice and guidance to clientele
- Diary Management
Essential skills:
- Tertiary Qualifications advantageous
- Financial Planning experience (5 years +)
- Diploma of Financial Planning
- Time Management skills
- Strong people management and business development skills
- Extensive industry knowledge
- Qualified in Superannuation and Insurance
The successful candidate will be rewarded with a base salary and defined commission structure. If you meet these requirements please send us your resume via the ‘Apply Now’ link below. |
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