Financial Planner - Preston

Job Title: Financial Planner - Preston
Contract Type: Permanent
Location: Preston, Victoria
Salary: AU$99000.00 - AU$105000.00 per annum
Reference: 184378_1525860853
Contact Name: Annaleise Hudson
Contact Email:
Job Published: May 12, 2018 11:02

Job Description

About the Company:

This leading Australian Major Bank has a highly successful Advice business that provides holistic wealth advice solutions to Retail, Commercial, Agri, Health, Affluent and HNW customers.

Their model provides diverse career pathways for motivated and successful financial planners looking to advance their careers with an organisation that holds existing warm relationships with customers of all levels of sophistication and complexity.

This is a well-established financial planning business with a significant share of the Australian financial advice market and an unparalleled opportunity has arisen for a driven and energetic Financial Planner to deliver the highest level advice services to their Retail branch and Commercial customer base.

Key role responsibilities:

  • Collaborate with Branch staff and Relationship Managers to identify opportunities and provide holistic wealth advice to customers with complex wealth needs
  • Clients are typically Retail and Commercial individuals and families demonstrating wealth needs across Risk, Investments, Superannuation and Estate Planning
  • Undertake quality consultative conversations with 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.
  • Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands.
  • Strict adherence to Risk, Compliance and Advice processes and protocols.

The successful candidate will possess:

  • DFP, ADFP & Tertiary qualifications in a related discipline is essential, CFP is highly regarded.
  • 2+ years experience in a financial planning role, preferably with experience delivering holistic advice to Retail and Commercial clients with complex wealth needs.
  • High level of internal motivation and drive to meet and exceed client expectations and business performance requirements.
  • Excellent written and verbal communication skills.

This opportunity will appeal to a strong, well versed and professional individual that is attracted to autonomy and the ability to build a business within a business, who likes to be surrounded by an innovative and collaborative team while working for an industry leader with great brand reputation.

For more information or a confidential discussion, please contact Annaleise Hudson quoting reference: 184378.