Senior Financial Planner
Boutique Wealth
Posted 8 days ago
FINANCIAL PLANNER WANTED
Looking to expand your career in financial planning?
About us
We are a boutique financial services and accountancy firm located in Bundall on the Gold Coast. We offer client-first financial planning firm committed to helping individuals, families, and business owners create meaningful financial futures and a great work environment to build your career in financial services.
We are looking for an experienced financial planner for our growing financial planning team.
Ideal applicant to have aspiration to be a future partner of the business.
Successful applicant will assist with the following tasks:
Build and maintain long -term client relationships
Preparation of strategy papers and recommendations
Presenting advice and holding client review meetings
Maintaining compliance records
Assistance with implementation
What we are looking for:
Xplan experience
High level of professionalism
Organised and attention to detail
Ability to work in a team environment
Exceptional verbal and written communication skills
About Boutique Wealth
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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