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Financial Planner - Northern Beaches

Job Title: Financial Planner - Northern Beaches
Contract Type: Permanent
Location: Northern Beaches, New South Wales
Industry:
Salary: Negotiable
Reference: 197362_1567490914
Contact Name: Fiona Lu
Contact Email: Fiona.Lu@peoplebank.com.au
Job Published: September 03, 2019 16:08

Job Description

An excellent opportunity has arisen for a Financial Planner to join Australia's leading major bank. You will be taking care of the northern beaches location.

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 Northern beaches 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
  • 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