Financial Planner

  • High Net Worth clients
  • Work for a strong brand name
  • Attractive remuneration and uncapped earnings
Working within this highly regarded bank as a Financial Planner you will:
  • You will be responsible for the provision of comprehensive financial planning services and advice to affluent clients. 
  • You will assist clients to plan for their financial goals by providing appropriate strategies for their personal financial situation.
  • You will also proactively identify and analyse business opportunities, network and build internal and external relationships to promote services.
  • Full function financial planning - grow book of clients and service existing clients
  • Holistic Financial Advice - HNW retail banking clients
  • Strong on-going leads/referrals will be provided from the retail branch staff
  • Developing and exercising behaviours, business understanding and sales skills to build relationships with customers.
  • Developing the customer base by converting leads, developing referral partners.
  • Meeting sales targets
It is anticipated that you will have:
  • You have extensive knowledge of the financial planning industry, with a strong focus on the provision of quality advice using appropriate managed investment and insurance strategies.  
  • A minimum 2-3 years solid Financial Planning experience providing face-to-face advice.
  •  Exceptional communication and interpersonal skills in order to develop a strong rapport with valued clients.
  • Strong business relationship skills  
If you are an enthusiastic, driven and motivated team player, this dynamic organisation is for you!

To find out more about this exciting opportunity please contact Avis Mulhall from Bluefin Resources on (02) 9270 2601 before 2pm or click the "Apply" button to forward your resume.  All applications will be treated in strictest confidence.