Financial Planner Investment Bank: Unlimited Earning Potential

 

Market leading base + bonus

HNW clients, complex strategies

Our client is a global investment bank, with one of the strongest brand names nationally in the country supporting it, located in the heart of the CBD.  Due to strong organic growth, several openings have arisen for senior, experienced financial advisers to maximise investment opportunities with their HNW client base. 
 
The primary objective in the role is to provide professional and quality financial planning advice to new and existing clients, across all areas, including risk, superannuation, wealth accumulation and retirement. You will therefore generate additional revenue and FUM, strictly following all compliance procedures.
 
The ideal candidate for the role will be DFP/CFP qualified, with proven practical skills dealing with complex planning strategies.  You will also be able to exhibit sound business development capabilities, and have a strong understanding of the Melbourne market, and where you will build your client base from.
 
This is the perfect role for someone at the top of their game, ready to work in a professional environment, and be provided with all the tools to be successful.
 
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