Financial Planner - Big 4 Bank
Exciting opportunity will enable you to work as part of a dynamic team which provides clients with advice in risk insurance, products and services.
Summary about this job
Financial Planning
Company: Ambition Finance
Location: Melbourne
Work type: Full Time
Salary: $100000.00 - $110000.00 p.a.
Phone: +61-2-1828-7043
Fax: +61-8-7565-4522
E-mail: n\a
Site: n\a
Detail information about job Financial Planner - Big 4 Bank. Terms and conditions vacancy
- Genuine career growth opportunities within a large organisation
- Attractive salary, flexible working environment
- Multiple roles within Financial Planning across various locations
The Company
My client is a big 4 bank with representation in a number of markets across Australia, New Zealand, Asia Pacific, Middle East, Europe and America. They are committed to attracting and retaining the best talent and have made it their business to be an organisation which strives for excellence. Backed by a proud and established heritage, they are focused on building a bank which customers love.
The Role:
- Build the Financial Planning business by developing productive relationships with customers
- Conduct client interviews and provide financial management solutions
- Provide information on product and services
- Complete due diligence requirements to ensure accurate opening and maintenance of client needs
- Identify and action client requests in a timely manner
- Maintain the quality of files, ensuring all appropriate documentation and information is updated and accessible at all times
- Adhere to all relevant internal policies and procedures
The Candidate
Successful candidates will have:
- Completion of Diploma in Financial Planning
- RG146 compliant for providing retail financial products advice
- Professional Designation - CFP (min. CFP1 completed), FChFP (min. 1 & 2 completed), CA/CPA/CFA (fully completed)
- Willingness to learn and the desire to become a career Financial Planner
- Proven sales prospecting skills with a proven track record of achieving sales targets
- Strong networking, client management skills and sound communication skills both written and verbal
- Excellent personal organisation and time management skills, with the ability to coordinate workflow through prioritisation or tasks and diary management
If this role appeals to you, please apply or contact Mathew Lewis at Ambition on 03 8629 1033 for a confidential discussion.