Financial Planner
Financial Planning job in Melbourne with extensive referral network. Various Locations. Multiple Oppurtunties
Summary about this job
Account & Relationship Management
Company: Hays Banking
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-2-7110-2306
Fax: +61-2-5781-3546
E-mail: n\a
Site: n\a
Detail information about job Financial Planner. Terms and conditions vacancy
- Multiple Locations | Flexibility
- Full-Time Permanent | Opportunity For Growth
- Mentoring & Development | Qualified Support Staff
Financial Planning job in Melbourne with extensive referral network. Various Locations. Multiple Oppurtuntie
Your New Organisation
This opportunity is within one of the global leaders in banking & financial services who are looking to progressively grow their financial planning portfolio by bringing on the best to be the best. Multiple locations in thriving professional branch’s with a close-knit team that values innovations & collaboration. Customers are the fore-front of the business and should be the forefront of you.
Your New Role
As a Financial Planner, your day will consist of providing top-notch financial advice to a variety of clients to meet their needs. You’ll work with the internal branch network to identify opportunities to upsell services & products. As well as utilising the internal network, you will also be expected to use initiative by bringing in your own business by educating branch staff & leveraging off your own network.
What You'll Need To Succeed
To excel in this role, you should come with previous experience in a similar role. You are a strong influencer with a customer-centric approach. A high-level of autonomy with the ability to coordinate daily work-flow is a necessity and you must be pro-active in your approach to business development outside the networks provided. Diploma in Financial Planning is mandatory with either a CFP, FChFP, CA/CPA/CFA designations. Relevant degree or gradate diploma is also highly desirable.
What You'll Get In Return
This is an exceptional opportunity for you to take your career to the next level within a leading bank. You will have access to mentoring & professional development plus qualified support staff including paraplanners. You’ll also be generously renumerated for providing a high-level of customer service coupled with the opportunity for career advancement in the long-run.
What You Need To Do Now
If you’re ready to take the next step in your career and establish yourself within a top big-4 bank, click ‘Apply Now’ or email your latest resume to [email protected]. Conversely call Laurence at Hays - Banking & Financial Services on 03 8616 8413 for a confidential discussion.