commercial bank – senior financial planner – 130k in Newcastle

Newcastle, New South Wales
job type
AU$ 90,000 per year
reference number
apply now

job description

Commercial Bank – Senior Financial Planner – 120K

Newcastle and Surrounding areas

Work on a team of business bankers

HNW clients – great referrals

The Company

This is one of the premier financial services organisations in Australia. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for it's commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial planning community their philosophies and processes give them a competitive advantage within the marketplace.

The Role

You will be working with a very experienced and focused team of business bankers that want to ensure their clients get the best possible service. Large clients with needs will be referred on to you.

Key areas you will advise on are business insurance as well as holistic wealth advice.

You will have full paraplanning and administrative support. You will have great resources and other advisors to collaborate with as well as share ideas.

If you enjoy a structure environment where activity really pays off, this is the role for you.

Your Experience

You will have a minimum of 3 years experience in a financial planning role.

Degree qualifications

Minimum of ADFP

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood at or call (02) 8298 3810

apply now