Financial Planner / Relationship Manager 708 views

  • Business Development Focus
  • Successful Mid-Tier Group
  • Rewarding Career role in a Lifestyle Location

Are you an experienced financial planner and an accomplished relationship manager? Do you offer highly developed networking, new business development and follow-through skills? Would you enjoy the opportunity to focus on what you do best, knowing you receive the necessary support to provide a premium service to your clients?

Our client, a progressive and well established firm offering an integrated accounting, business services and wealth management solution, is seeking to appoint an experienced professional to establish the Financial Planning section within the Toowoomba Office.

Reporting to the General Manager – Wealth Management, and leading the wealth management function locally, in this newly created role you will service an existing portfolio of clients while also developing new business with new clients. In doing so, you will: provide quality financial advice; convert referrals from other practice areas; develop and maintain your own referral networks; liaise extensively with existing and prospective clients and referrers; conduct timely reviews of client portfolios; remain abreast of technical developments in the field; contribute to the development of marketing campaigns; and related reporting.

Your exceptional interpersonal skills and client service ethic, coupled with your commercial acumen, financial knowledge and computer literacy, will underpin your success in this rewarding role.

A detailed understanding of the industry, 3+ years financial planning experience and an Advanced Diploma of Financial Planning (or equivalent) are essential. Certified Financial Planner accreditation (or progression towards) and experience within the Toowoomba marketplace will be an advantage. Our client would also consider acquiring an established client base.

Situated on the edge of the picturesque Great Dividing Range, just 1.5 hours west of Brisbane and only two hours from both the Gold and Sunshine Coasts, Toowoomba is one of South East Queensland’s best kept secrets. This thriving regional community, Australia’s largest inland provincial city with 130,000 residents, offers affordable housing, world-class health, education, recreation and cultural facilities. Toowoomba is unparalleled as an environment in which to raise a family.

Please forward your application, quoting Ref. No. FP10114, as soon as possible.
PO Box 2810, Toowoomba Qld 4350
07 4639 4900

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