Financial Planner - Big 4 Bank

Location: Western Australia
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$90000 - AU$110000.00 per annum + Super
REF: BBBH93358_1493784509

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 a number of opportunities for talented and motivated financial planners. These opportunities are throughout Western Australia, could see you working with retail and institutional investors and will see you 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