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Apply now Job no: 638475
Work type: Permanent Full Time
Location: Brisbane - Inner Suburbs & CBD
Categories: Wealth, Advice, Super, Investment, Life Risk, Pay Band 4

Financial Planner – Carindale & Stones Corner Stores

  • Busy Stores with good foot traffic
  • Outstanding leads provided (we have them waiting for you!)
  • Great Paraplanning and research team support

Suncorp Group are looking to hire an experienced, customer focused Financial Planner whom will support our Carindale & Stones Corner stores. The successful planner will work closely with and support their internal referral partners to ensure we provide the best-connected service to our customer.

If you are seeking a long-term, sustainable career, Suncorp Group will provide you with the exposure and tools to develop your career.  We are much bigger than you think which has enabled year on year growth for our business. Our advice channel has great back office support and you will have pure autonomy in your role and be left largely alone – except when it comes to your development!

We are looking for an experienced Financial Planner who can:

  • Build a referral network within the Suncorp Group from:
    • Store relationships
    • Lending/Mobile Banking relationships
  • Provide appropriate solutions for the needs of our customers
  • Holds the relevant ASIC RG146 competencies - Mandatory
  • Hold an Advanced Diploma of Financial Planning or equivalent - Mandatory
  • Minimum 2 years current financial planning experience - Mandatory
  • Up to date CPD (30 attained points per year over 2 years)

Reporting to the Practice Manager you will be responsible for the provision of financial advice and services. Key elements of this role include:

  • Building and maintaining relationships with existing customer base, front line staff, other specialists and business units to maximise customer retention, superannuation, investment, risk and banking opportunities.
  • Networking to develop and build strong internal and external relationships

Focused on providing advice in the 'best interest' of the customer – not product flogging! We win awards because we are not your average big business.

Our Culture:

We're particularly proud of the wide range of flexible work arrangements we have that give employees more say in how, when and where they work.  We have no doubt you will enjoy our working environment and flourish in a culture that truly cares about the customer and their needs. Great base salary and very achievable revenue targets.

This advert may close early, don't wait around. Apply now!

Advertised: AUS Eastern Daylight Time
Applications close: AUS Eastern Daylight Time

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