Financial Planner
A leading Australian bank is seeking an experienced Financial Planner looking to provide genuine holistic advice and join a supportive team.
Summary about this job
Financial Planning
Company: Porterallen Sydney
Location: Newcastle, Maitland & Hunter
Work type: Full Time
Salary: n\a
Phone: +61-3-2801-1767
Fax: +61-8-8442-2208
E-mail: n\a
Site: n\a
Detail information about job Financial Planner . Terms and conditions vacancy
- Competitive Salary Package with Great Bonuses
- Leading Australian Bank
- Located in Newcastle
A leading Australian bank is seeking an experienced Financial Planner looking to provide genuine holistic advice and join a supportive team.
This role is a rare opportunity for a top performing Financial planner who has the core focus of providing holistic advice that caters to each client’s situation.
The Role:
- Manage portfolio of clients, develop relationships ensuring a customer focused approach
- Provide genuine quality advice and recommendations for clients based on their circumstances.
- Identify Financial services needs with new and existing clients
- Prepare financial plans for clients ensuring it suits their specific needs and lifestyle
- Provide comprehensive holistic financial advice
- Comply with regulation keep up to date with regulatory changes
You Will Need:
- 3+ years financial planning experience
- Degree and DFP/ADFP qualified is a must
- Ideally CFP or Master’s in financial planning or working towards it
- Excellent communication skills with clients and colleagues
- Strong client centricity and familiarity with current legislation in Financial Planning.
The Benefits:
- Great team culture
- Flexible work options
- Ongoing support to promote career development
For a confidential discussion please call Anson Lam on 02 8247 5712, email [email protected] or click on the apply button below.