Financial Planner - Horsham / Swan Hill / Mildura

Location: Melbourne, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$80000 - AU$120000 per annum + Super
REF: BBBH94742_1513034606

The Client

My client is a Big 4 bank and one of the largest financial institutions in Australia. They are committed to attracting and retaining the highest quality talent and strive to create a culture where teams and individuals are rewarded for excellence. They have a diverse workforce, are committed to offering flexible work hours and offer numerous opportunities for professional growth.

As part of their growth strategy they currently have an outstanding opportunity for a talented and motivated financial planner. This role can either be based in the above locations or could be based in the CBD with monthly travel. As well as working for an employer of choice who offer a fantastic salary and benefits package, you will receive warm referrals putting you on an immediate path for success.

The Role

  • Conduct needs based customer interviews and provide solutions and recommendations based on customer need and objectives.
  • Source new and service existing customers from Bank referral sources.
  • Provide tailored financial planning advice to new and existing customers (Risk Protection and Investments - Managed funds, Superannuation, Bonds, Mortgage Funds etc.).
  • Adherence to compliance requirements and industry best practice.

The Candidate

Successful candidates will have:

  • Completed their Advanced Diploma of Financial Planning or equivalent.
  • RG146 compliance.
  • Demonstrated sales skills with a proven track record of achieving sales targets, ideally gained within the financial services industry.
  • Strong networking and client management skills.
  • High-level communication skills, both written and verbal.

If you would like to be considered for the role, please apply via this website and I will provide feedback on your application as soon as possible.

Julian Soames

Senior Consultant - Banking and Financial Services