Financial Planner - Business Banking

Summary about this job

Detail information about job Financial Planner - Business Banking. Terms and conditions vacancy

Stirling Andersen have been engaged to recruit an experienced Business Financial Planner on behalf of one of the Big 4. You will be based in the CBD, with the flexibility to work from any of the branches/business centres in Melbourne. 

The position has come about due to the original person in the role moving into a management position in another sector of the bank. The role will be to provide holistic financial planning to Business Clients including providing specialist advice on Succession Planning, Buy/Sell and Key Person Insurance. Others areas of your expertise will include Investments, Superannuation and Tax. 

The candidate should be an experienced Adviser used to dealing with Small-Med business owners. We seek a candidate who is degree qualified, has a strong technical knowledge and adopts a mature and flexible work ethic.

This role will be fully supported by our client's team of experienced and motivated Paraplanners and Administrators who, amongst other duties, will be responsible for the overall client experience. 

If you are interested in this position and have the relevant skills & experience then please apply by sending through your CV or call Jess Swindon on (03) 8640 5410 for more information.