FINANCIAL PLANNER - MULTIPLE POSITIONS AROUND MELBOURNE AND CBD

Location: Melbourne, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: Up to AU$110000.00 per annum
REF: BBBH226456_1541045257

A leading Big4 bank you'll be joining a team of experienced professionals who manage an extensive range of financial and investment strategies for broad customer base. Our client is a leader in the financial advice industry with an outstanding reputation and unparalleled progression opportunities.

  • Responsible for developing relationships with customers and offering advice, products and services to meet their needs.
  • Generate business from our referral programs and your own networks.
  • Identify and action client requests in a timely manner
  • Work in a team environment, you will have access to mentoring and professional development.
  • 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



We are seeking someone who is culture and career focussed, with a customer-centric attitude. As someone who is passionate about the planning profession you will be looking for a sustainable long term career move.

Successful candidates will need to have:

  • Completion of Diploma in Financial Planning
  • RG 146 compliant for providing personal advice
  • Professional Designation - CFP (min. CFP1 completed), FChFP (min. 1 & 2 completed), CA/CPA/CFA (fully completed)
  • Previous experience in producing financial plans and dispensing advice for a variety of client needs according to the highest ethical standards
  • High-level communication skills, both written and verbal
  • Excellent personal organisation and time management skills, with the ability to prioritise tasks and meet deadlines.



For a private discussion about the role please email: