CFP QLD - Servicing Planner - Brisbane CBD
This is a fantastic entry level opportunity where you can invest in your learning and develop a career in Financial Planning.
Summary about this job
Financial Planning
Company: Commonwealth Bank - Support Office - Retail Banking Services
Location: Brisbane
Work type: Full Time
Salary: n\a
Phone: +61-2-9860-7634
Fax: +61-2-1432-7918
E-mail: n\a
Site: n\a
Detail information about job CFP QLD - Servicing Planner - Brisbane CBD. Terms and conditions vacancy
- You are a passionate, customer-focused Servicing Planner
- We are a collaborative and innovative advice function
- Together we can help our clients make today count
Commonwealth Financial Planning is one of Australia's largest and best resourced financial planning businesses. Our aim is to provide clients with Quality Advice, and to build and maintain long-term relationships with them. We offer an extensive choice of leading investments managed by some of Australia's and the world's leading financial institutions.
This role will give you a great foundation in your professional development, gaining lifelong knowledge from a broad network of highly trained advisers. You will gain exposure and experience in the Advice process and customer interactions to assist in your development. Whether you want to move across the organisation or up into a leadership role, the way you live the values and demonstrate the people capabilities are key. Many of our Servicing Planners have successfully transitioned into branch planners through this role so career development is certainly available for the right person.
Why join Commonwealth Financial Planning:
- The business is genuinely committed to ensuring a positive advice experience for clients
- An inclusive culture which encourages an open environment, with the willingness to share ideas and support colleagues
- The business has undergone extensive change to meet regulatory requirements and position us as a leader for future growth.
- Ongoing dedication and commitment to innovative projects ensures consistent development of market leading technology to better support advisers
- Training and ongoing professional development encourages your career growth and gives employees access to an extensive range of opportunities group wide
As a Servicing Planner, you will:
- Build and maintain relationships with clients, prepare advice documentation and research to support financial advisers and implement advice.
- Assist with the delivery of ongoing service in the provision of professional, compliant and quality advice to clients.
- Undertake triage and scheduling of clients to optimise advisers' time with clients and ensure a positive client experience.
In order to apply for this position, the following requirements are mandatory:
- Degree in Finance, Business, Commerce or a related discipline from a recognised Australian tertiary institution or international equivalent AND;
- 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) is 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.