Phone Based Financial Planner - CBD

Job Title: Phone Based Financial Planner - CBD
Contract Type: Permanent
Location: Melbourne, Victoria
Salary: Up to AU$80000.00 per annum
Reference: 193625_1553650473
Contact Name: Annaleise Hudson
Contact Email:
Job Published: March 27, 2019 12:34

Job Description

This leading Australian Major Bank has a highly successful Advice business that provides holistic wealth advice solutions to retail 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.

Key role responsibilities:

  • Collaborate with Branch Staff to identify opportunities and provide holistic wealth advice to customers with a variety of wealth needs.
  • Clients are typically 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 personalised financial advice.
  • Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments.
  • Active involvement in business development and new opportunity identification by prospecting internal and external networks to grow new business.
  • Strict adherence to Risk, Compliance and Advice processes and protocols.

Key candidate requirements:

  • Minimum DFP & Tertiary qualifications in a related discipline required. CFP highly regarded.
  • 2+ years experience in a financial planning role, preferably with exposure to retail customers.
  • Good knowledge of managed investments products, taxation/superannuation implications and personal risk/insurance advice.
  • High level of internal motivation and drive to meet and exceed client expectations and business performance requirements.
  • Excellent written and verbal communication skills.

For more information or a confidential discussion, please contact Annaleise Hudson quoting reference: 193625.

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