NAB presents a key opportunity for an experienced financial planner to join their Marrickville team.
Financial Planning Manager
Marrickville
Retail focus
'Fee for Advice' Model
NAB presents a key opportunity for an experienced financial planner to join their Marrickville team.
Through the provision of quality financial planning advice, you will have the opportunity to assist both new and existing clients achieve their lifestyle and financial goals.
You will have completed, or be close to completing, an Advanced Diploma of Financial Services (Financial Planning) or equivalent and have a depth of planning experience. You will also be able to demonstrate your ability to prepare complex financial plans using Visiplan or similar financial planning software.
You'll bring to the role strong rapport building skills, superior communication and interpersonal skills, and demonstrated sales ability. Your focus will be on success both individually and as a member of the broader financial planning business. In return, your ongoing success will be supported by comprehensive training, an attractive remuneration package and career development opportunities.
Preferred candidates for this position are required to undergo probity checks, along with sales and aptitude assessments as part of NAB's standard recruitment process.