FINANCIAL PLANNER - (WOLLONGONG)
COMMONWEALTH BANK ,
WOLLONGONG, NSW, 2500 FULL TIME
Commonwealth Financial Planning is one of Australia's largest and best resourced financial planning businesses. Our aim is to provide clients with Quality Advice, and to build and maintain long-term relationships with them. We offer an extensive choice of leading investments managed by some of Australia's and the world's leading financial institutions.
Our Advisers are professionals with a solid understanding of investment and financial planning. All our financial planners participate in regular training to keep up-to-date with legislation, industry changes, new investment strategies and product changes or enhancements.
Why join Commonwealth Financial Planning:
The business is genuinely committed to ensuring a positive advice experience for clients
An inclusive culture which encourages an open environment, with the willingness to share ideas and support colleagues
The business has undergone extensive change to meet regulatory requirements and position us as a leader for future growth.
Ongoing dedication and commitment to innovative projects ensures consistent development of market leading technology to better support advisers
The remuneration plan recognises and rewards financial activity as well as ethical behaviours and is designed to benefit our planners, the business and, most importantly, our clients
Training and ongoing professional development encourages your career growth and gives employees access to an extensive range of opportunities group wide
As a Financial Planner, you will:
Support your clients to help identify and meet their financial goals and dreams
Understand your client's immediate needs, long term objectives and level of comfort with risk
Provide specific advice that is tailored to ensure it is always in the best interest of the client
Engage and coach stakeholders to identify potential clients who require financial advice
Be driven to offer value add activities in order to achieve and exceed key performance indicators
Build effective and long term relationships with key business partners, both internal and external
Be passionate about building and developing your Financial Planning career with the CBA group in line with our corporate values
Possess a current and unrestricted driver's licence
In order to apply for this position, the following requirements are mandatory:
Degree in Finance, Business, Commerce or a related discipline from a recognised Australian tertiary institution or international equivalent AND;
Diploma of Financial Services, Financial Planning giving you RG146 Compliance in the following: (Generic Knowledge, Securities, Managed Investments, Life Insurance, Superannuation, Financial Planning and Skills) is essential.