Financial Planner
Financial Planning job in Melbourne with a leading bank. Support Network with a excellent remuneration package
Summary about this job
Financial Planning
Company: Hays Banking
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-3-1697-3259
Fax: +61-2-2998-6558
E-mail: n\a
Site: n\a
Detail information about job Financial Planner. Terms and conditions vacancy
- CBD Location | Close to Public Transport Hubs
- Full-Time Permanent | Opportunity For Growth
- Highly Competitive Salary | Excellent Bonus Structure
Your New Organisation
This opportunity is within one of Australia’s biggest financial services providers who are looking to progressively grow their financial planning portfolio by bringing on the best to be the best. CBD Collins St location in a thriving professional branch with a close-knit team that celebrates innovation & culture. Customers are the fore-front of the business and should be the forefront of you.
Your New Role
As a Financial Planner, your day will consist of providing top-notch financial advice to a variety of clients. You’ll work with their internal branch referral network to identify opportunities to upsell services & products. As well as utilising the internal network, you will also be expected to bring in your own business. You'll also be regularly training & educating branch staff to generate referrals.
What You'll Need To Succeed
To excel in this role, you should come with previous experience in a similar role ideally within a bank or financial organisation. You are a strong influencer with a customer-centric approach. A high-level of autonomy with the ability to coordinate daily work-flow is a necessity and you must be pro-active in your approach to business development outside the networks provided. Advanced Diploma in Financial Planning is mandatory with a CFP qualification highly desirable.
What You'll Get In Return
This is an exceptional opportunity for you to take your career to the next level within a leading bank. You will receive a highly competitive salary for the Melbourne market with quarterly bonuses alongside the opportunity for career advancement in the long-run.
What You Need To Do Now
If you’re ready to take the next step in your career and establish yourself within a leading financial services provider, click ‘Apply Now’ or email your latest resume to [email protected]. Conversely call Laurence at Hays on 03 8616 8413 for a confidential discussion.