Financial Planner

Job Title: Financial Planner
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Negotiable
Start Date: Flexible working options
Reference: 180946_1519798459
Contact Name: Anson Lam
Contact Email:
Job Published: February 28, 2018 17:16

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
  • 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 call Anson Lam on 02 8247 5712, email or click on the apply button below.

Get similar jobs like these by email

By submitting your details you agree to our T&C's