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 and business network, this major banking institution is looking to add additional advisers across various locations and practices.
Reporting to the Practice Manager you will be responsible for the provision of high quality holistic financial advice to the banks HNW 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. You will also develop solid networks with other centres of influence within the community around your branch to help generate additional leads/clients. Not only will you have full paraplanning and admin support, you will be given coaching and Mentoring from the most experienced Senior Financial Planners in the practice which can accelerate the development of both your technical and sales skills.
Skills & Experience
The successful candidate will have a minimum of 3 years experience in the provision of holistic financial advice. They will also have:
• Tertiary qualification and minimum ADFP
• A passion for sales and a relentless drive to outperform targets/KPI’s
• Client focused with the ability to build rapport quickly and a willingness to adopt the telephone based advice model
• 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.
If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now for an immediate review of your resume or contact Tom Brown on 03 9602 9870
Connect with me to hear about similar roles not yet advertised https://au.linkedin.com/in/tombrownprofusion