Financial Planner – HNW SME space recruitment
- Bayside and Eastern locations available
- Good referrals from within the Business, plus scope to write new business
- Circa $90-110k plus incentives
An outstanding opportunity to join a leading financial institution within their Southern suburbs team. Working across the Business Banking SME space, you will be helping business owners to help shape their financial future.
Typically your client base will have needs that typify the HNW space, requiring a fair degree of sophistication in the advice that you provide. There are unlimited opportunities to develop new business from with existing client base including the deposit, transactional and lending based clients.
Pivotal to success in this role is your ability to network internally, inform, coach and develop your Business Banking colleagues to be your 'champions' in identifying solid prospects. Additional, your efforts in referring business to related business units will not go unrewarded.
Your solid experience as a Financial Planner will allow you to hit the ground running and make an impact in this growth corridor. Ideally you will posses:
- 3~5 years experience in a similar role
- Relevant industry qualifications
- A track record in working to targets
- Experience/exposure gaining confidence and referrals from colleagues
In return you will be offered a competitive base salary in the range of $80-100k base negotiable, plus incentives. Ongoing mentoring, educational support and long term career prospects available.
Please apply via the link below, or for a confidential discussion call Gavin Hall on 03 8080 7283.
Job Ref: 1200681