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Senior Financial Planner

  • 18 Business Bankers that are able to refer work to you
  • Client base to work from
  • Wide ranging APL

The Company
My client is one of Australia\'s leading providers of financial services including retail banking, business banking, institutional banking, funds management, superannuation, insurance, and investment and sharebroking products and services. The Group is one of the largest listed companies on the Australian Stock Exchange.

The Role
Due to high customer demand they require the services of a Senior Financial Planner in the Business and Private banking area.
As you will be working in the premium side of the business you will have access to 18 business banking managers, that can refer work you, plus you will have a small client base to work from that will grow over time, if fact as the role grows a junior planner might be appointed to help you out . As this position is in the premium area you will be providing holistic financial planning advice which includes business risk insurance.

The Person
To be successful in this position you will have at least 4 - 5 years experience as a financial planner, both on the investment and business risk side, be at least DFP qualified and have the drive and the communication skills to grow the business

So if you believe that you have the necessary skills to secure this great position with endless career opportunities please click on the Apply button now, or call Trevor Weston for more information on 02 8244 8419

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