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Financial Planner, Chatswood Job Details

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Financial Planner, Chatswood (Ref: SYD17332)
Sector, Sub Sector: Other
Compliance Type: Regulatory/Compliance
Expertise: -
Company: WestPac
Location: NSW-Sydney North Shore Oceania, Australia
Employment Type: Permanent
Job Description:

Financial Planner, Chatswood

  • Strong Referrals from Business bankers
  • Established client book of business
  • Competitive salary and incentive scheme
  • Pathway into a Senior Financial Planner role

Westpac Financial Planning offers a distinctive value proposition - the opportunity to be part of an innovative, achievement focused business where you have the tools to achieve a successful and financially rewarding career. As a Westpac Financial Planner you will be part of a bank that thinks about the future, for its customers and its people. We are a customer centric business where the Bankers actively work with you to identify and generate referrals for you. We are looking for an outstanding self-starter who is passionate and enthusiastic about developing their career as a Financial Planner with a market leader.

T his role has become available due to an internal promotion and the role offers an established book of business for an enthusiastic and driven financial planner.

Your role will involve the following duties:

  • Provide high quality holistic financial advice to Affluent and SME customers to help them achieve their financial goals and objectives
  • Ensure compliance obligations are met and keep up to date with current legal restrictions and laws
  • Ensure that administration works are up to date
  • Some preparation of high quality financial plan documents for clients

To be considered for this role you will have the following skills and qualifications for this role:

  • Advanced Diploma in Financial Planning (modules 1-6 minimum)
  • Minimum of 2 years experience as a Financial Planner
  • Strong negotiating skills and relationship building skills
  • Professional personal presentation, communication and influencing skills
  • Demonstrable track record of achieving quality sales targets
  • Excellent technical knowledge
  • Ability to work in a team environment and autonomously

We can offer tremendous earning potential, working in a professional organisation with outstanding opportunity for career and personal development. For a discussion please call Lauren Ilieff (02) 8254 5997 and apply online.

Please call Lauren Ilieff on 02 8254 5997 for a confidential discussion and apply online today.

Job Ref No: SYD17332