Senior Financial Planner - HNW Clients - Melbourne CBD

 

Rare Senior Opportunity

Big Four Bank

As a market leader in the financial services industry, this big four banking corporation has a well-respected brand and services a diverse corporate financial planning client base. The successful candidate will be entrusted to continue the strong customer focus of the institution when servicing existing clients and further growing the client base.

This Senior Financial Planner role has the following key accountabilities:

• Actively service referrals; Creating, maintaining and leveraging off new and existing referral networks
• Respond to and follow-up new business leads / referrals.
• Proactively generate new and maintain existing client relationships
• You will ideally be able to demonstrate the following:
• DFP/ ADFP qualifications
• Previous Financial Planning experience
• A strong sales and networking record 
• Exceptional written and oral communication skills
• Exceptional organisation and time management skills
• A strong client focus

In return, the successful candidate will have access to all the resources of a global banking institution, coupled with a market leading revenue-based remuneration structure.
 
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