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THE COMPANY
You will be working for a Bank renowned for their customer experience and depth of knowledge in wealth management. You will be supported with a range or resources and training to allow you to achieve your full potential as a Financial Planner.
THE RESPONSIBILITIES
As a Financial Planner you will be responsible for:
- Assisting clients with providing tailored, personalised, holistic advice
- Building strong networks with clients, business partners and referral sources
- Using your technical skills to assist securing your clients financial futures
- Providing simple, easy to understand information and advice to your clients
- Ensuring your advice is both lawful and compliant
THE IDEAL CANDIDATE
As the ideal candidate you will be able to demonstrate:
- Previous or current experience as a Financial Planner
- RG146 - Diploma/Advanced Diploma in Financial Services (Financial Planning), (Minimum DFS 1 - DFS 6 required)
- Strong interpersonal/communication and rapport building skills
- Professional acumen and presentation
- The ability to educate colleagues to assist & build a referral network of wealth clients
- Strong technical and industry knowledge
- Strong sales and negotiation skills
- Strong knowledge in the areas of Investment, Superannuation and Insurance
If you are looking for an opportunity to strengthen and further develop your existing financial planning career, then this is the role for you!
HOW TO APPLY
For more information or a confidential discussion, please contact Stewart Thomas.
This is an exciting opportunity, so don't delay, APPLY NOW!
Resume MUST be in Word format.
Please note, only short listed candidates will be contacted.
Only Australian Citizens or Permanent Residents need apply.
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