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Advanced Financial Planner - Perth

Westpac - Perth WA

Job Description - Advanced Financial Planner - Perth (PER03286)

Advanced Financial Planner

  • Do you want to help people realise their dreams?

  • Do you want to work for Australia's first bank that's committed to helping Australians prosper and grow by giving advice when they need it most

Our planners are part of a group that is truly innovative, integrated and growing. We have been independently recognised as part of Australia's leading Financial Planning businesses, and aim to help others to achieve their goals; helping in good times and bad. We continually invest in our business to provide market leading support and tools.

Your personal and professional development is important to us and at Westpac Financial Planning, we can offer you a unique career path with a range of tools that will allow you to learn and develop and truly help your customers achieve their financial goals.

We offer flexibility, uncapped earning potential and all the support you need to take the next step in your financial planning career with Westpac.

To be considered for this role, you will need to demonstrate the following attributes:

  • Commitment to Financial Planning and a customer centric approach to your role

  • Ability to drive deep and enduring customer relationships

  • Exceptional communication skills

  • Proven Financial Planning skills in sales and business development in the Affluent markets

  • Strong commercial acumen and an ability to build long term relationships with referral partners and customers

And the following qualifications:

  • 2-3 years experience as a sales financial adviser

  • Advanced Diploma in Financial Planning (RG146)

  • A tertiary degree and/or CFP are desirable and Westpac will support you in ongoing studies

Join Westpac, one of Australia's most respected brands. We will offer a competitive salary, uncapped bonuses, comprehensive employee benefits and study assistance in return for your efforts.

Westpac has been recognised as an Employer of Choice for Women (EOWA) by the Workplace Gender Equality Agency.

: Financial Planners

: AU-WA-Perth CBD

: Full-time

: Ongoing

: Nada Vidakovic

Recruiter Phone Number : (02) 8254 5664

Office Location of Position : Osborne Park

10 months ago - save job -

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