Financial Planner + Senior Financial Planner roles across Melbourne

Company Overview

An iconic name in the banking industry, this is an employer of choice. Leading the way in the provision of high-quality holistic advice across its branch network, this major banking institution is looking to add additional advisers across various locations and practices.
Role Overview

Reporting to the Practice Manager you will be responsible for the provision of high quality holistic financial advice to the banks clients. You will oversee a couple of key retail branches where you will foster strong relationships with your referral partners that include the lenders, tellers, business bankers, managers etc.  .
Skills & Experience

The successful candidate will have a minimum of 2 years’ experience in the provision of holistic financial advice. They will also have:

  • Minimum ADFP
  • A passion for sales and a relentless drive to outperform targets/KPI’s
  • Client focused with the ability to build rapport quickly 
  • Excellent communication both written and verbal

What’s On Offer?

This is an outstanding opportunity with a highly respected bank to take on an autonomous role that has a market leading base/bonus structure as well as a positive work life balance. Playing an integral part in the future of the financial advice industry, you will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth. 

Click on the APPLY button or contact Steve Kelly on 03 9602 9860

Financial Planner + Senior Financial Planner roles across Melbourne

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