Financial Planner - South Melbourne

Job Title: Financial Planner - South Melbourne
Contract Type: Contract
Location: Inner Suburbs Melbourne, Victoria
Salary: Negotiable
Reference: 171700_1510272592
Contact Name: Annaleise Hudson
Contact Email:
Job Published: November 10, 2017 11:09

Job Description

About the Company:

This leading Australian Bank has a dominant position in the mid-market lending space and a wealth referral culture that is tailor-made for success for an incoming financial planner.

About the Role:

  • Collaborate with Corporate Bankers to identify opportunities and provide holistic wealth advice to customers with complex wealth needs.
  • 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.

Your Background:

  • ADFP or CFP is essential
  • 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.
  • Excellent written and verbal communication skills.

Culture & Benefits:

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'.

For a confidential discussion please call Annaleise Hudson on (03) 8080 7208 or click on the 'APPLY' button below.