FINANCIAL PLANNER

An exciting career opportunity awaits at Dalle Cort Financial Services.

 

The successful candidate will commence the position of Graduate Financial Planner, on a casual/part-time basis, whilst completing current university studies. Upon completion of university, the successful candidate will commence full-time employment.

 

Within a strong mentoring program headed by the CEO and Senior Financial Planners, you will learn all aspects of the financial planning process and administration duties within the business. Duties and responsibilities will eventually include; introducing prospective clients to the business, developing strategies and advice, presenting the Statement of Advice to the client and conducting regular client reviews. This role will also involve participation in promotional and marketing activities.

 

Successful applicants must possess:

 

  • Graduate degree in business, commerce, finance or science (mathematics)

  • Willingness to continue financial planning industry education

  • A good understanding of the financial services industry

  • Desire and enthusiasm to learn and understand all aspects of the financial planning process

  • A professional work ethic

  • Excellent communication skills

 

The successful candidate must also be mature, self motivated, be able to work autonomously and driven to achieve set goals within deadlines.

 

To be considered for this opportunity, please submit you application including a cover letter, resume and referees to;

 

Dalle Cort Financial Services

PO Box 6006
Townsville QLD 4810
or
mail@dallecort.com

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