junior financial planner in Darwin

posted:
location
Darwin, Northern Territory
job type
Permanent
salary
AU$ 70,000 per year
reference number
90M0297003_1489458908
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job description

At this bank, they are keen to be the financial friend of their customers at every stage in their life. Their advice culture focuses on the continuous improvement of each customers financial journey. For their people, this means working in a supportive and family friendly environment as it's all about their people reaching their full potential.

This entry level position for a Financial Planner will focus on servicing, retaining and providing ongoing advice to clients of the retail/consumer banking network, retaining existing internal referral arrangements/lead generation sources whilst building new internal relationships for the future.

Offering competitive remuneration, uncapped monthly bonus incentives and professional development, training and support. The team structure and business model ensures that at every stage of your career, you have opportunities for personal growth and the autonomy and flexibility you also desire.

Strong knowledge of financial planning gained through accounting, para planning or client services in wealth management will be considered backgrounds. Should you also have sales, relationship management or client facing experience gained in Wealth management or another sector that would also been seen favourably.

To be successful in joining this organisation in a financial planning capacity you will need to have a degree in a business related discipline or be in the final stages thereof. Further to this, you will need to hold DFP level qualifications and be committed to undertaking the Advanced Diploma and the going on to complete CFP down the track.

Our client embraces diversity of thought, style and working arrangements to ensure their workforce is representative of the community that they are a part of. This means, they are open to considering part time, full time, flexible locations with a full range of support options available including administration support, client services, and para planning so that you can focus on what is best for your clients and providing the right advice.

Please contact Teresa Keown, Principal on 08 8923 4302 or 0427 949 795 or apply online to express interest and I will make contact for a confidential discussion.

skills

Client services, para planning, financial advice, financial planning, wealth management, sales, relationship management, account management, advice, service, customer
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