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- Take your career to the next level
- Huge referral opportunities
- Outstanding technical resources and support
Business Wealth Management is part of Australia's most successful providers of integrated financial services and is a leader in the provision of financial advice. Due to the outstanding growth in regional referral opportunities we are currently looking for an experienced Financial Planner to join our growing team.
Based in Adelaide, but with a focus on servicing local and regional clients, you will work with our team of Business Banker referrers to identify opportunities to provide tailored financial, insurance and investment advice to Agribusiness, Corporate and Commercial and Local Business Banking clients. You will be passionate about providing outstanding service to clients and helping them create and protect wealth and minimise their business risk by ensuring appropriate business and personal insurance protection is in place.
To support your success in this role you will have access to leading client and market intelligence and our dedicated Para Planning and insurance administration teams so you can focus on meeting with clients and the provision of quality advice. With more than 10 million customers, you will have virtually unlimited potential to develop and grow your business.
We seek the following skills and experience:
- Demonstrated experience as a Financial Planner working, ideally with High Net Worth or Business clients.
- Superior personal presentation, communication and influencing skills
- Demonstrable success in business development.
- Excellent technical knowledge and a strong understanding of Risk and Investment strategies
- Relevant tertiary qualifications, ideally ADFP as a minimum requirement.
- Ability to work in a team environment and autonomously.
- Current valid driver's licence and an ability to undertake regular regional travel as required.
This role offers an excellent opportunity to work for a professional organisation in a key role offering tremendous opportunity for future development. A competitive salary is on offer along with an attractive bonus structure and a company car.
You will be part of a friendly, supportive and professional culture within an organisation that has an enduring commitment to financial planning.
Make the change now!! Express your interest by applying now or call Tony Monaco, Executive Manager on 0418 933 872 for a confidential discussion.
Please note application from recruitment agencies will not be accepted for this role. CBA will not be liable to pay fees to any organisation who presents a CV for this role unless they are on our PSA and have been engaged directly by our Adviser Recruitment Team
Special Conditions apply - Employment will be within Colonial First State, a division of the CBA, and will be subject to conditions of a Colonial Employment Agreement. Offers of employment are subject to the satisfactory completion of appropriate criminal history, pre-employment medical, bankruptcy and background checks.
| Location: | SA Adelaide CBD Area |
| Job No: | 927204 |
| Work Type: | Permanent full time |
| Closing Date: | 13 Jan 2012 11:55pm W. Australia Standard Time |
