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Senior Financial Planner

Hays - Sydney, NSW

Banking & Finance
Source: uWorkin


Your new company

This Big 4 Bank are looking for a Senior Financial Planner to join their team of experienced Wealth professionals. This role is to provide valuable, tailored advice to your clients and help them reach their financial goals. They have a great team of technical and administrative support as well as a large client base. 

Your new role

As the Senior Financial Adviser, you would be responsible for:

  • Providing customised comprehensive advice, strategies and products that will suit the clients needs
  • Helping to build the business by developing relationships with new clients and maintaining the existing relationship
  • Generating new business for the organisation and building a pipeline
  • Ensuring that the advice meets the compliance standards required

What you'll need to succeed

  • Experience as a Financial Adviser providing customised advice across a range of advice topics
  • Completed FASEA exam, a relevant degree or Graduate Diploma of Financial Planning
  • A strong technical knowledge of a range of advice topics
  • You will be proactive, use initiative and work well both in a team and individually

What you'll get in return

On offer is the opportunity to work for a large reputable organisation in a team of experienced wealth professionals. There are flexible working arrangements, a great team of support staff and a diverse client base. 

What you need to do now

If you're interested in this role, click 'apply now' , or contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position within Wealth Management, please contact me for a confidential discussion on your career on 02 9249 2231