Financial Planners – CBD/South East locations

Company Overview

An iconic name in the banking industry, this is an employer of choice. Leading the way in the provision of high-quality wealth advice and service over the phone, this major banking institution is looking to source a talented sales manager to compliment and influence the success of the frontline sales teams. 

Role Overview

Spend your days in front of clients while working alongside an experienced Financial Planner, providing the support and assistance you need to grow within your new role. Advice processes are well established and efficient so you can focus on what you do best – seeing clients. 

  • Provide service and advice in order to retain and grow the client base
  • Provide tailored financial advice to a range of business clients by developing strategies and plans that meet each clients needs 
  • Providing annual reviews for existing clients
  • Meet and exceed KPI’s relating to revenue and retention

Skills and Experience:

  • Completed ADFP 
  • 2-4 years+ experience as a financial planner
  • Strong technical skills and sales background
  • Strong time management skills and the ability to work productively within a structured environment

Express your interest using the ‘Apply Now’ link below or contact Steve Kelly on 03 9602 9860 for a confidential discussion.

Financial Planners - CBD/South East locations

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