Financial Planner - Mobile Lending focus (Melbourne South / South East)

Summary about this job

Detail information about job Financial Planner - Mobile Lending focus (Melbourne South / South East). Terms and conditions vacancy

• You are a passionate, customer-focused financial planner
• We are a collaborative and innovative advice function
• Together we can help our clients make today count

This recently created Financial Planner role will allow you to write your own timetable. Leveraging off the relationships of our Mobile Lenders, we are looking for a Financial Planner who craves a more flexible approach to the way they perform their job. In this role, you’ll adjust your work place and hours to optimise your ability to look after your customers and Business partner’s needs.

We will equip you with all the tools you need to be successful, including the opportunity to partner with our fantastic mobile lending teams, to ultimately provide financial planning services to their customers.

This opportunity will probably appeal to an existing financial planner who particularly enjoys offering personal insurance and wealth protection advice?

Do work that matters

As a financial planner at CommBank, your purpose is to provide quality advice to Australians and help them achieve their lifestyle dreams and financial goals. You’re probably the type of planner who enjoys offering risk advice and utilising their financial knowledge to provide an exceptional customer experience at all times. You understand that by helping our customers make good decisions, we are making a difference in not only their lives, but also for their families and the community.

See yourself in our team

In this role, you’ll utilise your exceptional engagement skillset to create a memorable financial planning experience for your customers and in doing so build and maintain quality relationships. You’ll partner closely with our mobile lenders across Melbourne to assist their customers with any potential financial planning needs.

You’ll receive ongoing support from our industry leading Licensee Services team who will help you to deliver on your promises to your customers. This support combined with your positive attitude, market leading technology and our strong focus on investing in your professional development will ensure your success in the role.

We work in a highly regulated field, and we take the responsibility of planners at CommBank very seriously, so there are a few mandatory requirements for your application:

• Degree in Finance, Business, Commerce or a related discipline from a recognised Australian tertiary institution or international equivalent
• Diploma of Financial Services. Financial Planning giving you RG146 Compliance in the following: Generic Knowledge, Securities, Managed Investments, Life Insurance, Superannuation, Financial Planning and Skills.
• A current, unrestricted driver’s license.
• Previous experience in a financial planning role essential.

At CommBank, we’re committed to building a diverse and inclusive workforce reflecting the customers, businesses and communities we serve. As a value’s driven organisation, we nurture and support our people; through focussing on skill and talent development, collaboration, flexibility and internal promotion. With service in mind at every touch point, we take accountability for the role we play in securing and enhancing the financial wellbeing of people, businesses and communities. At CommBank you can be you.