financial planner in Gold Coast

posted
contact
phil smith, randstad
job type
permanent
salary
AU$ 75,000 - AU$ 100,000 per year

job details

posted
location
gold coast, queensland
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
AU$ 75,000 - AU$ 100,000 per year
reference number
90M0424924_1601525217
contact
phil smith, randstad
Apply with
add to saved jobs print

job description

This role would suit an experienced Financial Planner or Review Adviser that has previously conducted face to face Advice and ran their own client meetings. This role would see you doing what Advisers love to do most, speak with clients.

About the role:

  • Conduct face to face / VC reviews with on going clients
  • Working with holistic Advice
  • Medium to High Net Wealth national client base
  • Sole focus to see clients, generate referrals and close Advice meetings

About you

  • 3-5 Years previous face to face advice experience
  • Fully qualified to new FASEA standards
  • Ethics course completed or scheduled
  • Ability to generate referrals from existing client base
  • Exposure to broad product suite and open minded approach to Advice

About the company:

  • Well established operational, Client Service and Paraplanning support
  • Leads / referrals generated and pre qualified
  • Compliance support
  • Flexible approach to Advice with strong tech tools.

This role would be perfect for an Adviser with natural relationship management skills who has a passion for giving quality Advice and meeting clients.


For more information please contact Phil Smith on 0416576473 or apply via the link

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

FASEA Qualified

qualification

FASEA
Ethics completed

educational requirements

Associate Degree/Diploma