Financial Planning Professional
A diligent and results-driven Financial Planning Professional will have the opportunity to grow a substantial client book, providing comprehensive financial guidance focused on Retirement Planning Investments Life Serious Illness Income Protection Insurance. They will manage, maintain, develop, and build strong relationships with new and existing clients through regular financial reviews tailored recommendations aligned with their clients' financial goals.
* Key qualifications include QFA certification essential RPA AIIPM CFP desirable.
* The ideal candidate will possess minimum 2+years experience in sales of Life Pensions preferably within a broker environment.
* A proven track record of achieving sales targets is required.