Financial Planner - Big 4 Bank

Location: Cabramatta, Southwestern Sydney, Sydney, New S. Wales, Australia
Job Type: Permanent
Salary: Negotiable
Contact: Fiona Lu
Specialisation: Wealth Management
Reference: 196575_1568245490

An excellent opportunity has arisen for a Financial Planner to join Australia's leading major bank. You will be taking care of the Western Sydney area, mainly Cabramatta.

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 customers within the Western Sydney Region
  • Act in customer's best interest and fully understand customers' needs
  • Provide advice across superannuation, investments, retirement planning and insurance
  • Work closely with branch team members for referrals
  • 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:

  • 3+ years financial planning experience
  • Able to speak Vietamese or Chinese
  • Meet FASEA education requirements
  • Hold a Practicing Certificate under AFSL
  • RG146 Compliant for providing retail financial products
  • 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

Please apply by the link below or email Fiona Lu directly on email fiona.lu@porterallen.com.au or call on 02 8247 5703 for a confidential discussion