Financial Planner

Job Title: Financial Planner
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Negotiable
Reference: 180946_1517548711
Contact Name: Anson Lam
Contact Email:
Job Published: February 13, 2018 10:15

Job Description

An excellent opportunity has arisen for a Financial Planner to join Australia's leading major bank.

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.
  • Provide advice across superannuation, investments, retirement planning and insurance
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth.
  • Manage and produce financial plans for clients.
  • Comply with regulation and follow protocol

You Will Need:

  • 3+ years financial planning experience
  • CFP desirable but not essential
  • Relevant Bachelor Degree is a must
  • ADFP or equivalent
  • Client relationship management skills
  • Exceptional communication and negotiation skills
  • Demonstrated computer literacy.
  • Product and Technical Financial Planning knowledge
  • Demonstrated high-level influencing and negotiation skills
  • Excellent personal organisation and time management skills, with the ability to coordinate workflow through prioritisation of tasks and diary management

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 Anson Lam directly on email or call on 02 8247 5712 for a confidential discussion.