Financial Planner

Job No: RS28453
Location: Gold Coast, QLD

  • Amazing Opportunity To Earn!! | Generous Base Salary + Super + Commission

  • Growing Bespoke Financial Services Provider Based on the Gold Coast

  • Rewarding & Varied Role Encompassing Sales & Relationship Development

  • Utilise Your Extensive Experience & Provide Mentorship to Team Members

  • Join a Close Knit Team of Passionate Professionals | Supportive Environment


Our Client

Our client is financial services provider made up of a small team of qualified and experienced professionals. Their unique approach allows them to build and grow close relationships with their clients and provide them with individual tailored financial plans.

The Opportunity

Our client is seeking a Senior Financial Planner to join their company based on the Gold Coast, QLD with the potential to Earn an Excellent per annum package | Negotiable base salary dependent on experience + superannuation + great commission.

The primary purpose of this position is to focus on new business acquisition and provide professional guidance to the associate financial planner and para planner.

Reporting directly to Management some of your responsibilities include:

  • Converting provided sales leads, often travelling to meet clients 
  • Providing compliant financial advice and solutions to clients
  • Utilising previous experience to lead and provide guidance to associates
  • Working well within a small dedicated team 

To be successful in this role you will have a minimum of 3 years experience in a financial planning role and hold a Diploma and Advanced Diploma in Financial Planning. Additionally, strong compliant sales skills, including insurance sales, are essential to this position.

The ideal candidate will also need to have strong knowledge of investment, insurance and superannuation products as well as experience in providing holistic financial advice and dealing with complex strategies.

This role would suit a passionate and tenacious individual with great communication skills and the ability to self motivate and lead by example.

A current Drivers License and Registration with the Tax Practitioners Board or willingness to obtain this is required for this position.

Apply today and don't miss out starting this career enhancing opportunity as soon as possible.


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