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Financial Planner
- Affluent client base
- Fantastic referrals
- Competitive salary & incentive scheme
An excellent opportunity has arisen with a leading Big 4 bank in Hawkesbury. Working within this highly regarded bank as a Financial Planner you will:
To find out more about this exciting opportunity please contact Avis Mulhall from Bluefin Resources on (02) 9270 2601 before 2pm or click the "Apply" button to forward your resume. All applications will be treated in strictest confidence.
- Be responsible for the provision of comprehensive financial planning services and advice to affluent clients.
- Assist clients to plan for their financial goals by providing appropriate strategies for their personal financial situation.
- Proactively identify and analyse business opportunities, network and build internal and external relationships to promote services.
- Be responsible for full function financial planning - grow book of clients and service existing clients
- Provide holistic Financial Advice to affluent retail banking clients
It is anticipated that you will have:
- You have extensive knowledge of the financial planning industry, with a strong focus on the provision of quality customer centric advice
- ADFP qualified (1-6 minimum)
- A minimum 2-3 years solid Financial Planning experience providing face-to-face advice
- Exceptional communication and interpersonal skills in order to develop a strong rapport with valued clients
- Strong business relationship skills
To find out more about this exciting opportunity please contact Avis Mulhall from Bluefin Resources on (02) 9270 2601 before 2pm or click the "Apply" button to forward your resume. All applications will be treated in strictest confidence.
