Phone Based Financial Planner

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$80000 - AU$90000.00 per annum + Super
REF: BBBH217371_1512974537

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.

Due to this growth they currently have an exciting opportunity for a phone based adviser.

The Role

  • Engage with clients by phone, identify advice needs and promote the firm's financial planning proposition.
  • Provide investment and superannuation information in simple and practical terms.
  • Promote the banks reputation by providing a high quality and efficient service attuned to members' needs
  • Participate in proactive outbound calling to support campaigns and other initiatives
  • Where necessary, provide training, coaching and support to other team members

The Candidate

Successful candidates will have:

  • Previous experience in providing financial advice, either face to face or over the phone.
  • 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