Financial Planner (Small Business) – Marrickville – NSW – NAB Financial Planning recruitment

We're diverse - partnering with the entire small-to-medium enterprise (SME) business spectrum. NAB presents a key opportunity to work with a broad range of customers (from start-ups to small firms to medium-sized companies).

Through the provision of quality financial planning advice, you will have the opportunity to assist both new and existing SME clients to achieve their lifestyle and financial goals. We have a far-reaching national footprint that includes retail branches with dedicated Financial Planners.

Ideally, you will have completed, or be close to completing, an Advanced Diploma of Financial Services (Financial Planning) or equivalent and have a depth of planning experience. Tertiary qualifications in Business (or similar discipline) are essential.

You'll bring to the role strong rapport building skills, superior communication and interpersonal skills, and demonstrated sales ability. Your focus will be on success both individually and as a member of the broader financial planning business. In return, your ongoing success will be supported by comprehensive training, an attractive remuneration package and career development opportunities.

Preferred candidates for this position will be required to undergo background checks, reference checks and formal assessments as part of NAB's standard recruitment process.