Financial Planner

Job Title: Financial Planner
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Negotiable
Reference: 180946_1542154227
Contact Name: Anson Lam
Contact Email:
Job Published: November 14, 2018 11:10

Job Description

A leading major bank is seeking a Financial Planner to join the team.

This is an excellent opportunity for a Financial Planner to work alongside a top performing team to deliver personalised financial advice.

The Role:

  • Provide comprehensive advice to customers in the field of risk insurance, products and services
  • Build and maintain ongoing relationships with customers
  • Provide genuine advice to meet each and every customers needs
  • Assist customers with complex decisions to protect their growth and wealth
  • Maintain compliance standards that satisfy legislative requirements

You Will Need:

  • 3+ years in financial planning
  • ADFP or equivalent and RG 146 compliant
  • Excellent interpersonal and communication skills
  • Strong technical knowledge on product, service and risk insurance

The Benefits:

  • Excellent remuneration and benefits
  • Great career development opportunities
  • Flexible work
  • Ability to work across a range of advice areas

For a confidential discussion please email Anson Lam at or click on the apply button below.