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Senior Financial Planner - Ade...

  • Based in Adelaide CBD / Metro suburbs

  • Provide quality financial planning advice
  • Build relationships with referral partners

We`re NAB

For more than 150 years, we`ve been helping our customers with their money. Today, we have more than 35,000 people serving 10 million customers at more than 800 locations in Australia, New Zealand and around the world. We have built our business on understanding our customers and supporting them. We aim to take the hard work out of banking.

More than money.

We know that to be Australia and New Zealand`s most respected bank, we need to be more than good with money. And we need to be just as good with people, too.

Job Purpose.

This role represents a great opportunity into NAB`s Financial Planning business. Through the provision of quality financial planning advice, you will enable new clients to identify and realise their short and long term lifestyle and financial priorities.

Pro-actively sourcing referrals from NAB`s Business Banking Team, and managing referrals from your Financial Planning colleagues and NAB Direct, you`ll also identify financial planning opportunities for NAB Financial Planners and Specialists.

NAB Financial Planning has established a solid reputation for providing quality professional advice. Our aim is to help our customers fulfil their aspirations, not just now but at every stage of their lives.

To be successful in this role, you will have:

  • Tertiary qualifications in a business related field PLUS a Diploma in Financial Planning
  • An Advanced Diploma in Financial Planning or are close to completing
  • Possess previous experience in the industry and be able to demonstrate a strong commitment to client service
  • A natural ability to build relationships with a variety of stakeholders.

In return, we offer a competitive remuneration package, ongoing professional development as well as paraplanning and administration support. We also offer the strength of referral relationships and a supportive team environment to assist you in establishing a rewarding career in financial planning with us.

To be eligible to apply, you must be an Australian or New Zealand citizen or hold permanent residency status in Australia.

We embrace diversity of thought, style and working arrangements to ensure our workforce is representative of the community that we serve.

At NAB we support workplace flexibility. Have a chat to us about how this can work for you…

Date Posted
Adelaide, SA
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