This leading Private Wealth/Broking business is looking for an experienced Financial Planner who is interested in being part of a growing business in their Brisbane office.
This is a great opportunity providing quality financial advice, retirement planning, investments, SMSFs and superannuation strategies to an existing client base with a strong referral network in place.
The role will include the following responsibilities:
* Prepare & present strategic financial plans to prospective clients & provide ongoing strategic & investment reviews to existing clients
* Provide high quality advice to clients in a compliant manner.
* Conduct client meetings and develop appropriate strategies in accordance with the clients' financial objectives.
* Provide comprehensive advice across all areas including Superannuation & Retirement planning, Wealth Creation
* Ensure all final documented advice is accurate prior to presentation to the client and/or prospective client.
* Generate new business through existing clients and referral partners.
* Maintain technical knowledge of products and trends in financial planning.
To be considered for this role you will have:
* Minimum of 5+ years of Financial Planning experience
* Completion of the relevant Tertiary qualification with successful completion of the FASEA exam.
* Strong technical knowledge across all areas of advice.
* Ability to work with Brokers, Accountants and key stakeholders for new referral business.
* Be Self-managed and able to meet agreed objectives
* Possess Strong communication and relationship skills
If you are interested in applying or would like further information, please hit 'apply'.