Financial Planner | Boutique Accounting Firm | Sunshine Coast

Job Title: Financial Planner | Boutique Accounting Firm | Sunshine Coast
Contract Type: Permanent
Location: Sunshine Coast
Reference: 805240
Contact Name: Sarah Clark
Contact Email:
Job Published: February 01, 2019 17:15

Job Description

Our client are well established boutique Accounting Firm and over the past 2 decades have developed a reputation of being one of the most trusted Accounting Firms on the Sunshine Coast. They service a broad range of clientele and are a one stop shop offering Accountancy and Compliance Services, Superannuation, Business Development and Growth, Financial Planning, Finance and Lending, Legal Services and Audit Services. 

As they expand their services they are now seeking an experience Financial Planner to join their team. 

To be considered for this role you posses the below - 
  • A minimum of 2 years proven experience as a Financial Planner 
  • Experience in providing holistic advice with strong technical knowledge
  • A minimum of a Diploma of Financial Services
  • Client focused and have a willingness to help clients in achieving their goals and objectives
  • Committed to ethical and compliant dealings with clients and have a high attention to detail
  • Proficient in current legislative and technical framework in relation to investments, taxation and superannuation etc.
  • An excellent communicator
In return you will be offered a market competitive remuneration package and an opportunity to work with a vibrant, fun and progressive team and firm.

If you meet the above criteria and are further interested you can call Sarah Clark 0401 506 087 email or APPLY now. 

Note: Only shortlisted applicants will be contacted.

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