Associate Financial Planner recruitment
- Mentoring from a established Senior Financial Planner
- Opportunity to work from a range of locations
- Focus on providing quality advice to a range of clients
THE COMPANY:
An outstanding opportunity to join a leading financial institution located north west of Melbourne. This is a hands on opportunity to work with a specialist team delivering, quality advice.
THE ROLE:
Working across a retail branch, you will work with existing clients assisting with their Financial Planning needs, especially Risk/insurance requirements. In addition, there are unlimited opportunities to develop new client relationships from with the branches existing deposit, transactional and lending based clients.
Pivotal to success in this role is your ability to network internally, inform, coach and develop branch staff to be your 'champions' in identifying solid prospects. Additional, your efforts in referring business to related internal business units will not go unrewarded.
YOUR DETAILS:
- Atleast 2-4 years in a similar role within a boutique or bank environment
- Relevant industry qualifications including DFS and working towards ADFS or CFP
- Ability to influence decisions through quality conversations
In return you will be offered a competitive base salary plus incentives, ongoing educational support and long term career prospects.
Please apply via the link below.
Job Ref: 12268901