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Financial Planner

  • Leads and Referrals

  • A passionate, supportive and knowledgeable team leader

  • Paraplanning and CSO support

Financial Planner job in Perth

Your new company
With over 10 million customers and in more than 800 locations around the world, this bank has been around for more than 150 years. With a strong focus on providing financial advice that is the best interest of the customer this bank is seeking to grow the current team with the addition of a Financial Planner.

Your new role
Providing specialist advice to a portfolio of retail clients, you will partner with the Branch Managers and Personal Bankers to follow-up referrals and cross-selling opportunities. Managing an existing portfolio of clients as well as seeking out new opportunities for growth, this role requires excellent interpersonal skills along with a genuine interest in helping customers achieve their financial goals.

What you'll need to succeed
You will possess strong technical knowledge and take pride in offering customers a first class experience. You will have a good reputation in the Perth market and hold a tertiary degree along with the Advanced Diploma in Financial Planning.

What you'll get in return
A competitive salary between $80,000 - $120,000 base + super + bonus is on offer depending on your years of experience working as a Financial Planner. You will be empowered with autonomy and be working with a collaborative and great team culture.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Date Posted
Banking & Finance
Perth, WA 6000
Job Type
Full Time, Permanent
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