Financial Planner (Experienced)

Job Title: Financial Planner (Experienced)
Contract Type: Permanent
Location: Eastern Suburbs Melbourne, Victoria
Salary: Bonus
Start Date: Negotiable
Reference: 174364_1497402551
Contact Name: Samantha Bainbridge
Contact Email:
Job Published: June 14, 2017 11:09

Job Description

This leading Bank has a highly successful advice business that provides holistic advice solutions to retail clients.

Their model provides diverse career pathways for motivated and successful financial planners, such as transitioning into a financial planning related role with a commercial, agricultural or HNW focus or even coaching.

Key role responsibilities:

  • Collaborate with a team of specialist bankers to identify business opportunities
  • Undertake quality consultative conversations with retail clients to understand their needs and provide holistic advice.
  • 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.

The successful candidate will possess:

  • Tertiary qualifications in a related discipline is highly desired - DFP is essential with a preference for ADFP
  • 3+ years' experience in a financial planning role
  • High level of internal motivation and drive to meet and exceed client expectations and business performance requirements.
  • Mandarin and or Cantonese language ability
  • 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 build your own 'business within a business'.