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Financial Planner - Bayside

Job Title: Financial Planner - Bayside
Contract Type: Permanent
Location: Inner Suburbs Melbourne, Victoria
Industry:
Salary: AU$90000.00 - AU$99000.00 per annum
Reference: 179043_1511223638
Contact Name: Annaleise Hudson
Contact Email: annaleiseh@porterallen.com.au
Job Published: November 21, 2017 11:20

Job Description

This leading Australian Major Bank has a highly successful Advice business that provides holistic wealth advice solutions to retail and affluent customers.

Their model provides diverse career pathways for motivated and successful financial planners looking to advance their careers with an organisation that holds existing warm relationships with customers of all levels of sophistication and complexity.

Key role responsibilities:

· Collaborate with Branch Staff to identify opportunities and provide general and limited advice to customers with a variety of wealth needs.
· Undertake quality consultative conversations with clients to understand their needs and provide personalised financial advice.
· Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments.
· Active involvement in business development and new opportunity identification by prospecting internal and external networks to grow new business.
· Strict adherence to Risk, Compliance and Advice processes and protocols.

Key candidate requirements:

· DFP and ADFP or enrollment to ADFP is essential.
· 2-3+ years experience in a financial planning role, with exposure to retail customers.
· Good knowledge of taxation/superannuation implications and personal risk/insurance advice.
· High level of internal motivation and drive to meet and exceed client expectations and business performance requirements.
· Excellent written and verbal communication skills.

This opportunity will appeal to a motivated individual that is attracted to a strong brand with ample scope to advance your career within a highly regarded Major Bank with a strong wealth culture.

For a confidential discussion please call Annaleise Hudson on (03) 8080 7238 or click on the apply button below.