Project Manager - Financial Planning

Job Title: Project Manager - Financial Planning
Contract Type: Contract
Location: Sydney CBD, New South Wales
Salary: Negotiable
Start Date: ASAP
Reference: 182113_1520226953
Contact Name: Khurram Bokhari
Contact Email:
Job Published: March 05, 2018 16:15

Job Description

Company Overview

A great opportunity for a project manager with exposure to the financial planning/advice projects in a leading Australian Bank.

The Role

The role is dynamic as it involves working on a number of small projects and operational initiatives. You will have a proven track record in project management within financial planning. The role involves effective stakeholder management whereby you will be liaising with internally aligned business managers on a regular basis.

Skills & Experience

  • 3+ Years project management experience in financial planning
  • XPLAN project experience
  • Salesforce data experience
  • Experience with projects on managed accounts
  • Excellent stakeholder management experience
  • Compliance and advice process knowledge

Culture & Benefits

  • Career development and supportive managers
  • The organisation thrives on a team culture
  • Excellent salary for the right candidate