Robertson Scannell is a leading Toowoomba based financial firm employing more than 50 staff.
Founded in ****, we have an extensive history of collaboration with clients and a proven commitment to helping them build profitable businesses.At Robertson Scannell, we recognise that our people are the cornerstone of our success.
As a team we strive to create a positive workplace culture, supported by an active social club, and value the people who work as part of our team.
We are committed to the holistic success of our staff, focused on training and development, and provide a workplace environment that actively supports work-life balance, including RDOs and a 9 Day Fortnight.If you have positive energy, a motivated work ethic, and believe that achieving a excellent workplace culture requires an intentional effort, you'll be an excellent match for our team.Your roleWe are seeking a Strategist to join our dynamic Financial Planning team in a full-time capacity.
This role will be an integral part of our leading team of support staff, paraplanning support and financial advisers.Your responsibilities will include:Research and develop tailored strategies for clients, focusing on areas such as superannuation planning, retirement planning, cashflow management, debt management,



personal wealth protection and estate planningResearch, compare and recommend appropriate investment products based on clients' preferences and risk profilesResearch, compare and recommend life insurance products to meet clients' specific needsAssist in documenting and filing notes from adviser meetings with clients, ensuring that client interactions and decisions are accurately recorded.Conduct ongoing comparison and analysis of investment and insurance products to align with client objectives.Contribute to the review and enhancement of financial planning systems and processes to improve efficiency and service deliveryYour skills and attributesWe want to hear from people who have:Understanding of financial advice strategiesPrior experience in the financial services industry and familiarity with financial advice strategiesAbility to work with numbers and perform detailed analysis of financial data and strategiesStrong technical knowledge of current regulations and client software such as XPlan, WealthSolver, Risk Researcher, XToolsAdvanced Microsoft Excel skillsExceptional interpersonal and relationship building skills
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📌 Strategist (Toowoomba)
🏢 Robertson Scannell
📍 Toowoomba