senior financial planner (business banking) in Melbourne CBD

posted
contact
geraldine libatique, randstad
job type
permanent
apply now

job details

posted
location
melbourne cbd, victoria
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0373863_1548288505
contact
geraldine libatique, randstad
apply now
Apply with

job description

About the role

The position will provide tailored financial solutions, advising on appropriate financial strategies and matching specific needs to business banking clients

Responsibilities

  • Analysing client needs and providing appropriate strategies
  • Providing ongoing service review
  • Mentoring other members of the team

Skills and Experience

  • 5+ years experience as a holistic adviser with exposure or experience with business banking clients
  • Experience with family trusts, SMSF, gearing and investments
  • Relevant tertiary qualifications
  • Working towards CFP qualification
  • DFP or ADFP
  • Mandarin language skills a huge plus but not necessary

If you have strong business development skills and a natural ability to build relationships with stakeholders, then this could be the role for you.

03 8319 1165

geraldine.libatique@randstad.com.au

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

financial planning, associate adviser, paraplanner, financial planner, client services, adviser, financial adviser

qualification

Relevant tertiary qualifications
Working towards CFP qualification
DFP or ADFP

educational requirements

Bachelor Degree