Senior Financial Planner Seeking Partnership - Toowoomba – Multi-Office Advisory Firm – Up To $200K
Career Guru Recruitment
via recruitcrm.io
- Location
- Toowoomba, QLD
- Type
- Contract
- Salary
- $200k
About the role
- Are you keen to build your own book with full support from a respected team?
- Are you looking for a competitive salary with clear, performance-aligned growth?
- Are you ready to enjoy a relaxed lifestyle whilst advancing your long-term advisory career?
Our client is a highly regarded multi-office advisory firm servicing families, professionals, agribusinesses and regional enterprises across Southeast and Western Queensland. With a strong existing fee base and a reputation for quality advice, the firm continues to expand its financial planning division to meet increasing demand.
They are now seeking a Financial Planner, with a focus on business development and generating new fee growth. Whilst the firm has a large existing client base, current fee allocations are fully covered by the adviser from another office, who is at capacity and relies primarily on referrals rather than proactive business development. This new planner will therefore play a key role in expanding the firm’s footprint by bringing in new clients, developing professional referral partnerships and driving new revenue.
In this role, you will meet clients face-to-face, provide holistic wealth strategies and establish long-term financial plans. You will be supported by an experienced team and a well-established brand, but success in this position will require strong business development capability and the confidence to grow your own book.
There may be greater internal fee allocations available in the future should senior leadership capacity shift, but in the short term the role is designed for a planner who thrives on building new relationships and generating fresh opportunities.
Please note: This job is based in Australia therefore, only candidates who are permanent residents or citizens of Australia will be considered.
HOW TO APPLY
Submit your résumé in a word document (not PDF) format and application letter now by clicking the 'Apply To This Job' button.
For inquiries regarding this or other positions, we invite you to contact us directly on 07 5573 4215.
Confidentiality is assured – Your application will be handled according to our Privacy Policy:
Protecting the privacy of candidates, clients and other users
via recruitcrm.io
