Servicing Planner
About Us
The Commonwealth Bank Wealth Management Group is one of Australia's leading providers of integrated financial services.
Our Wealth Management division has four operating businesses: Colonial First State Global Asset Management - our asset management business, Colonial First State - our retail distribution business, Wealth Management Advice - our financial advice businesses and CommInsure - our Life and General Insurance business.
Commonwealth Financial Planning (CFP) has been providing financial advice to Australians for more than two decades. We are one of Australia's largest and best resourced financial planning businesses, with more than 700 advisers nationwide and over 100 specialist support staff. Our national presence means that wherever customers are, they'll be able to access quality financial
The Opportunity
If you are passionate about pursuing and developing a long term career in the financial planning industry and adept at building successful and long term relationships with customers, we would be keen to hear from you. Many of our Servicing Planners have successfully transitioned into branch planners through this role so career development is certainly available for the right person.
You will
- Provide client support to a well-established Financial Planner
- Assist in the ongoing service of the Planner's client portfolio
- Build and maintain on-going client relationships
- Conduct meetings if appropriate / authorised
- Prepare accurate and compliant documentation
- Learn more about the industry under strong mentorship
- Ensure that professional, compliant and quality advice is offered at all times
- Evolve your financial planning career into a financial advising role over time
Your skills
- RG146 compliant to include Generic Knowledge, Securities, Managed Investments, Life Insurance, Superannuation, Financial Planning and Skills
- Degree qualified
- Able to be licensed to operate as an authorised representative
- Previous work experience in a financial planning environment
- Knowledgeable about financial planning strategies
- Possess a current and unrestricted driver's licence
- Exceptional customer service skills
- Strong business acumen and understanding of factors affecting the profession
Commonwealth Financial Planning is an equal opportunity employer and is happy to look at people from all walks of life. The position offers a very rewarding base salary plus super and bonus. Our friendly and supportive work culture and investment in your training will enable you to grow your career within one of the leading ASX companies.
Special Conditions: Employment is with Commonwealth Financial Planning, a subsidiary of the CBA, and will be subject to conditions of a Colonial Employment Agreement. Applicants should also be aware that offers of employment may be subject to the satisfactory completion of appropriate criminal history, pre-employment medical and background checks
Please note that this role may be filled prior to the advertised end date.
To apply, please click on the attached link. For a confidential discussion, please call EmmaCasale ofthe Adviser Recruitment Team on 07 3328 5816.
Advertised:
2 Aug 2013 E. Australia Standard Time
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