Financial Planner - Big 4 Bank

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$100000.00 - AU$110000.00 per annum
REF: BBBH217700_1532915360

The Company

My client is a big 4 bank with representation in a number of markets across Australia, New Zealand, Asia Pacific, Middle East, Europe and America. They are committed to attracting and retaining the best talent and have made it their business to be an organisation which strives for excellence. Backed by a proud and established heritage, they are focused on building a bank which customers love.

The Role:

  • Build the Financial Planning business by developing productive relationships with customers
  • Conduct client interviews and provide financial management solutions
  • Provide information on product and services
  • Complete due diligence requirements to ensure accurate opening and maintenance of client needs
  • Identify and action client requests in a timely manner
  • Maintain the quality of files, ensuring all appropriate documentation and information is updated and accessible at all times
  • Adhere to all relevant internal policies and procedures

The Candidate

Successful candidates will have:

  • Completion of Diploma in Financial Planning
  • RG146 compliant for providing retail financial products advice
  • Professional Designation - CFP (min. CFP1 completed), FChFP (min. 1 & 2 completed), CA/CPA/CFA (fully completed)
  • Willingness to learn and the desire to become a career Financial Planner
  • Proven sales prospecting skills with a proven track record of achieving sales targets
  • Strong networking, client management skills and sound communication skills both written and verbal
  • Excellent personal organisation and time management skills, with the ability to coordinate workflow through prioritisation or tasks and diary management

If this role appeals to you, please apply or contact Mathew Lewis at Ambition on 03 8629 1033 for a confidential discussion.