Work With Us
We are a well-established professional Financial Services & Accounting firm in the South Burnett.
We seek a highly motivated, qualified Financial Planner. Our business is growing and requires the addition of another Financial Planner who can build relationships with new and existing clientele. As a result we need a well presented individual to work closely with our Senior Financial Planner.
Our preference is for the successful applicant to be based at our Nanango office but we are open to other flexible working arrangements.
The successful applicant must be well spoken, confident, have strong technical skills and an ability to liaise with all clients.
Your duties will include:
- being a point of contact for clients and attend client meetings (when possible);
- implementation of a clients’ financial planning strategies,
- review client information and research best strategies to suit a clients’ needs,
- implement personal insurance advice and policies,
- preparation of written reports and presentation packs, and
- uphold high standards of compliance.
You will be supported by on the job training and development, a highly experienced Financial Services division, the Sentry Financial Services dealer group, and modern facilities. Qualifications are essential.
If you believe you may be a suitable candidate and would like to join a high performance team that loves doing what we do, apply today!
For more information please contact Tanya Glenny on 4160 9000 or email email@example.com.
To apply please submit a covering letter and resume via the form on this page, or by email to Tanya using the details provided.
The Burnett Business Centre Team
Ours is a forward-thinking team of accounting and financial planning professionals, always on the look-out for passionate staff who share our dedication to establish, build and protect our clients’ financial futures.
Our business is located 15 minutes East of Kingaroy in the South Burnett town of Nanango, with a second location in Kingaroy.
Our practice has a team of 32 staff who operate within our key service divisions of Accounting & Tax, Business Improvement & Management Consulting, and Personal Financial Planning and Risk Management. We invest heavily in our staff with leading technology and our new premises. We are a family-friendly employer with child minding facilities available next door.
- All the benefits of a big firm, with the lifestyle of a country town.
- Values of work/life balance with a family-friendly environment.
- Investing in great people with great resources.
We engage with a wide variety of business clients throughout South East Queensland and further afield. Our financial services division requires efficient and effective support to ensure that timely service is delivered to the most important people …..OUR CLIENTS!
About the South Burnett Region
The stunning South Burnett region is located about two hours drive north-west of Brisbane and immediately west of the Sunshine Coast. It stretches 120km from Blackbutt in the south to Kilkivan in the north, and 70km west to Lake Boondooma.
Well-known as the heart of Australia’s peanut industry, the area has developed since the early 1990s to encompass Queensland’s second-largest wine region, boasting more than a dozen cellar doors and vineyards, as well as stimulating tourism. Many other Primary Production businesses continue to flourish. It is also the home of the Tarong Power Station, the associated mine, as well as the various industries and retailers that support them.
Junior Office Traineeship (12 months)
Start Mid-January 2019
Due to our continued growth and success, we are also seeking to appoint a professional, well presented, client focussed employee to our Nanango office.
As the Trainee, you will have a positive outlook, possess a high energy level and be willing to learn. You will be able to multi task and take pride in your work. A strong team based player with excellent communication skills are key to this role. You will be reliable, enthusiastic and professionally presented. You will need to be eligible to complete a Cert III in Business for this position and are guaranteed employment for the duration of your traineeship.
Your duties will include:
- Electronic filing
- Answering phones
- Booking appointments
- Assisting senior staff
- Data entry
- General admin duties
- Other tasks as directed
To add true value to our business, you will have excellent attention to detail, be results driven, work autonomously and be able to take direction. To be successful in this role you will have excellent written and verbal communications skills and have a strong work ethic. Training for this position will be provided onsite in conjunction with your traineeship certification studies.
For more information please contact Tanya Glenny on 4160 9000 or email firstname.lastname@example.org. To apply please submit a covering letter and resume by COB Friday 9th November by email to email@example.com, or via this website.
No Other Advertised Positions
We currently have no other advertised positions available. However we are always on the look-out for passionate staff who share our dedication to our clients. Contact Tanya Glenny on 07 4160 9000 if you would like more information.