Business Financial Planner, Mackay
About Us
Commonwealth Financial Planning is part of Australia's most successful providers of integrated financial services and is a leader in the provision of financial advice. Our national presence means that wherever customers are, they'll be able to access quality financial advice.
The Opportunity
To help us maintain our high level of customer focus and quality advice, we are currently looking for a Business Financial Planner to join our relationship managed channel.
If you are a Business Financial Planner who is passionate about what you do and are currently working with businesses and their owners yet are frustrated by a lack of good quality referrals that are limiting your trueearning potential, this is the role for you.
This is a key role in our advice business, offering tremendous opportunity for future development.
You will:
• Develop referral networks to generate quality leads
• Develop a pipeline of prospects
• Conduct professional client interviews and develop strong relationships
• Provide holistic, lifestyle based financial planning advice
• Ensure client requests and complaints are dealt with in a timely manner
Your Skills:
• Excellent technical knowledge in financial planning
• Strong understanding of risk, investment, retirement planning and business succession planning
• Proven experience as a Financial Planner
• Advanced negotiating skills at High Net Worth level
• Superior personal presentation, communication and influencing skills
• Demonstrable track record of achieving strong commercial outcomes
• Ability to work in a team environment and autonomously
• Ideally previous exposure to providing advice within the Agribusiness sector
• CFP qualified (or near) with relevant tertiary qualification - preferred not essential
CommonwealthBank is an Equal Opportunity Employer. A competitive salary is on offer along with an attractive bonus structure. You will be supported and encouraged to meet your career goals.
Please note that this role may be filled prior to the advertised end date.
Apply NOW by clicking on the attached link. For further information please call Emma Casale, Adviser Recruitment on (07) 3328 5816..
Special Conditions apply - Employment will be within Commonwealth Financial Planning, a division of the CBA, and will be subject to conditions of a Colonial Employment Agreement. Offers of employment are subject to the satisfactory completion of appropriate criminal history, bankruptcy, pre-employment medical and background checks.
About Us
Commonwealth Financial Planning is part of Australia's most successful providers of integrated financial services and is a leader in the provision of financial advice. Our national presence means that wherever customers are, they'll be able to access quality financial advice.
The Opportunity
To help us maintain our high level of customer focus and quality advice, we are currently looking for a Business Financial Planner to join our relationship managed channel.
If you are a Business Financial Planner who is passionate about what you do and are currently working with businesses and their owners yet are frustrated by a lack of good quality referrals that are limiting your trueearning potential, this is the role for you.
This is a key role in our advice business, offering tremendous opportunity for future development.
You will:
• Develop referral networks to generate quality leads
• Develop a pipeline of prospects
• Conduct professional client interviews and develop strong relationships
• Provide holistic, lifestyle based financial planning advice
• Ensure client requests and complaints are dealt with in a timely manner
Your Skills:
• Excellent technical knowledge in financial planning
• Strong understanding of risk, investment, retirement planning and business succession planning
• Proven experience as a Financial Planner
• Advanced negotiating skills at High Net Worth level
• Superior personal presentation, communication and influencing skills
• Demonstrable track record of achieving strong commercial outcomes
• Ability to work in a team environment and autonomously
• Ideally previous exposure to providing advice within the Agribusiness sector
• CFP qualified (or near) with relevant tertiary qualification - preferred not essential
CommonwealthBank is an Equal Opportunity Employer. A competitive salary is on offer along with an attractive bonus structure. You will be supported and encouraged to meet your career goals.
Please note that this role may be filled prior to the advertised end date.
Apply NOW by clicking on the attached link. For further information please call Emma Casale, Adviser Recruitment on (07) 3328 5816..
Special Conditions apply - Employment will be within Commonwealth Financial Planning, a division of the CBA, and will be subject to conditions of a Colonial Employment Agreement. Offers of employment are subject to the satisfactory completion of appropriate criminal history, bankruptcy, pre-employment medical and background checks.
Advertised:
6 Aug 2013 E. Australia Standard Time
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