Senior Financial Planner - Leading Australian Bank

Job Title: Senior Financial Planner - Leading Australian Bank
Contract Type: Permanent
Location: Newcastle, New South Wales
Salary: Negotiable
Reference: 185910_1531193737
Contact Name: Anson Lam
Contact Email:
Job Published: July 10, 2018 13:38

Job Description

A leading Australian bank is seeking an experienced Senior Financial Planner looking to provide genuine holistic advice and join a supportive team.

This role is a rare opportunity for a top performing Financial planner who has the core focus of providing holistic advice that caters to each client's situation.

The Role:

  • Manage portfolio of clients, develop relationships ensuring a customer focused approach
  • Provide genuine quality advice and recommendations for clients based on their circumstances.
  • Identify Financial services needs with new and existing clients
  • Prepare financial plans for clients ensuring it suits their specific needs and lifestyle
  • Provide comprehensive holistic financial advice
  • Comply with regulation keep up to date with regulatory changes

You Will Need:

  • 5+ years financial planning experience
  • Degree and DFP/ADFP qualified is a must
  • Ideally CFP or Master's in financial planning or working towards it
  • Excellent communication skills with clients and colleagues
  • Strong client centricity and familiarity with current legislation in Financial Planning.

The Benefits:

  • Great team culture
  • Flexible work options
  • Ongoing support to promote career development

For a confidential discussion please call Anson Lam on 02 8247 5712, email or click on the apply button below.