About Us The Commonwealth Bank Wealth Management Group is one of Australia's leading providers of integrated financial services.
Our
Wealth Management division has four operating businesses: Colonial
First State Global Asset Management - our asset management business,
Colonial First State - our retail distribution business, Wealth
Management Advice - our financial advice businesses and CommInsure - our
Life and General Insurance business.
Commonwealth Financial
Planning (CFP) has been providing financial advice to Australians for
more than two decades. We are one of Australia's largest and best
resourced financial planning businesses, with more than 700 advisers
nationwide and over 100 specialist support staff. Our national presence
means that wherever customers are, they'll be able to access quality
financial
The Opportunity If you are passionate
about pursuing and developing a long term career in the financial
planning industry and adept at building successful and long term
relationships with customers, we would be keen to hear from you. Many of
our Servicing Planners have successfully transitioned into branch
planners through this role so career development is certainly available
for the right person.
You will
- Provide client support to a well-established Financial Planner
- Assist in the ongoing service of the Planner's client portfolio
- Build and maintain on-going client relationships
- Conduct meetings if appropriate / authorised
- Prepare accurate and compliant documentation
- Learn more about the industry under strong mentorship
- Ensure that professional, compliant and quality advice is offered at all times
- Evolve your financial planning career into a financial advising role over time
Your skills
- RG146
compliant to include Generic Knowledge, Securities, Managed
Investments, Life Insurance, Superannuation, Financial Planning and
Skills
- Degree qualified
- Able to be licensed to operate as an authorised representative
- Previous work experience in a financial planning environment
- Knowledgeable about financial planning strategies
- Possess a current and unrestricted driver's licence
- Exceptional customer service skills
- Strong business acumen and understanding of factors affecting the profession.
Commonwealth
Financial Planning is an equal opportunity employer and is happy to
look at people from all walks of life. The position offers a very
rewarding base salary plus super and bonus. Our friendly and supportive
work culture and investment in your training will enable you to grow
your career within one of the leading ASX companies.
Special Conditions:
Employment is with Commonwealth Financial Planning, a subsidiary of the
CBA, and will be subject to conditions of a Colonial Employment
Agreement. Applicants should also be aware that offers of employment may
be subject to the satisfactory completion of appropriate criminal
history, pre-employment medical and background checks
Please note that this role may be filled prior to the advertised end date. To apply, please click on the attached link.
Advertised:
4 Nov 2013 Aus. Eastern Standard Time