Senior Financial Planner - Carlton (Health)

Job Title: Senior Financial Planner - Carlton (Health)
Contract Type: Permanent
Location: Carlton, Victoria
Salary: AU$150000 - AU$180000 per annum
Reference: 184474_1531382808
Contact Name: Annaleise Hudson
Contact Email:
Job Published: July 12, 2018 18:06

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 Health, Affluent and HNW 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 Health, Affluent and HNW 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,with a preference for CFP.
  • 4+ years experience in a financial planning role, preferably with experience delivering holistic advice to Retail and Affluent 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 motivated individual that is attracted to a reputable brand, positive team culture and seek a challenging yet rewarding role with a first-class wealth practice.

For more information or a confidential discussion, please contact Annaleise Hudson quoting reference: 184474.

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