Commercial Financial Planner

Location: Parramatta, New South Wales
Job Type: Permanent
Salary: Negotiable
Contact: Fiona Lu
Specialisation: Wealth Management
Reference: 196576_1574653153

An excellent opportunity has arisen for a Commercial Financial Planner to join Australia's leading major bank. We are open to an experienced Financial Planner with over 5 years experience looking to step into the Commercial space.

This role is a rare opportunity to work alongside the top performing Financial planners. The bank's model is set up to have many development opportunities as they are committed to retaining talent.

The Role:

  • Build and maintain relationships with commercial customers within Western Sydney Region.
  • Act in customer's best interest and fully understand customers' needs
  • Provide advice across commercial financial advice; superannuation, investments, retirement planning and insurance
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth.
  • Comply with legislative and regulatory frameworks
  • Coach and collaborate with internal referral partners to drive a strong pipeline of referrals
  • Work closely with staff for performance management, development and succession planning

You Will Need:

  • 5+ years commercial financial planning experience
  • Meet FASEA education requirements
  • Must have SMSF Accreditation
  • Highest level of ethics and knowledgeable on current industry legislation
  • Strong client centric approach

The Benefits:

  • Competitive Salary and exclusive benefits
  • Great career development opportunities
  • Flexible work
  • Great exposure to key stakeholders

For a confidential discussion please call Fiona Lu on 02 8247 5703, email fiona.lu@porterallen.com.au or click on the apply button below.