[Y01] Financial Planner - Rockhampton

[Y01] Financial Planner - Rockhampton

14 Sep
|
Stirling Andersen
|
Rockhampton

14 Sep

Stirling Andersen

Rockhampton

Rockhampton QLD 4700

Our client is an independent firm that offers varied solutions and tailored advice to their clients putting them first. They have an excellent reputation in the industry and offer excellent work culture.
The successful candidate will provide technical assistance and advice strategies across all key areas to a large and diverse client base. Reporting to the Financial Planning Principal, this will be a collaborative working relationship with an experienced advisor within the industry.

Key Responsibilities


- Assist clients to identify and meet their financial goals
- Provide tailored comprehensive financial advice
- Contribute to business and growth strategies


- Ensure documentation and client files are kept in line with compliance standards

Requirements


- Tertiary Qualified with relevant industry qualifications
- demonstrated experience within the financial advice industry
- Strong communication and relationship building skills
- Ability to work autonomously
- Positive attitude

Apply now

or call Emilee Urbaniak on 07 3224 9300 for a confidential conversation.

The original job offer can be found in Kit Job:
https://www.kitjobau.com/job/4868930/y01-financial-planner-rockhampton-rockhampton/?utm_source=html

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