Financial Planner

Description:

Are you a Financial Planner looking for your next career opportunity with a business that genuinely cares about you and its clients?
Join a financial service firm located in the southern suburbs of Brisbane, with a small and experienced team that ensure their client’s financial planning needs are being completely managed to give them peace of mind. You will join a dynamic team working collaboratively to contribute to the overall success of the team, playing a pivotal role in working with clients and enhancing their financial well-being. Benefit from the trust of a loyal client base and enjoy the comprehensive support of a capable team. This role isn't just a job; it's a gateway to exciting growth and development opportunities in your financial career.
Bring your expertise, collaboration and people focussed approach to make a positive impact in this vibrant, supportive team. We are looking for a friendly, driven and experienced individual who is keen to join an established and experienced team and integrate into their firm for the long term. Our client prioritise getting the right person for the role, who aligns to their work culture, placing a high priority on a positive culture and work environment.
Benefits to successful applicant:

• A lucrative salary package, plus bonuses
• Permanent position with great suburban location and on-site parking
• A flexible approach with the ability to work from home as well as in the office
• An incredible team so you can focus on clients – collaborative and supportive working environment with a team-based culture
• Opportunity to work with a dynamic team of experienced and friendly industry professionals
• Growth opportunities to further progress your finance career
• A team that genuinely care about their people and their happiness and development

Duties and responsibilities include:

• Manage existing clients and new clients through leads and referrals
• Provide technical advice on financial strategies, high quality financial and risk management advice to clients
• Provide outstanding and efficient service to all customers
• Be well organised and highly process driven to ensure compliance in all considerations
• Maintain up to date industry knowledge
  

We are looking for someone with:

• FASEA Qualified with 3 + years’ experience as a Financial Planner
• Understanding of financial planning regulations and compliance, with a strong attention to detail
• Client focused and motivated to provide exceptional service and have a significant impact on the lives of clients
• A growth mindset and approach to their role
• Excellent verbal and written skills, with the ability to communicate at all levels
• Enjoy being part of a team and contributing to a positive culture, as well as manage their role autonomously

If you are interested in this new opportunity, please apply directly, or for a confidential discussion please contact Renee Coyne at Fuse Recruitment on 0430 566 309.
At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance professional looking for your next opportunity, we'd love to hear from you!
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
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