Client Service Manager
Location: - ACT & Queanbeyan
Rate: N/A (Full-Time) +
- Excellent Culture
- Part of Leading National Dealer Group
- Great incentives & Bonuses
We are looking to appoint an experienced Para Planner to join a firm licenced under a national dealer group that has a proven track record that has been built on quality advice, integrity and knowledge of the industry, which is unequalled. This role concentrates on plan preparation, strategy development, plan review/compliance, account management and administrative responsibilities. To be successful for this position you will need to have the following:
- Demonstrated technical Para planning capabilities
- Broad range of knowledge in financial planning strategies
- Exceptional organisational and communication skills
- A Diploma of Financial Planning or higher
You will enjoy a friendly working environment with a organisation committed to the growth and progress of its staff, as well as a reputation for integrity and outstanding provision of Financial Planning services to its clients.
If you are looking to have a major impact on an organisation and develop your career - rather than just a job, this could be your next ideal step.
You will be rewarded for your knowledge and expertise with salary, potential performance based bonus and the option to work towards business equity/partnership options.
For your highly confidential discussion, contact Alex Polson on (02) 6112 7611