Senior Financial Planner - 6 months Parental leave cover

Your new company

Bank First provides retail banking to its members by providing a better value banking experience and delivering outstanding customer service. Through strong deposits and high quality loan growth, this organisation has built a strong financial position. It offers a range of products and services to support its members management of their financial affairs. Bank First has a long established Financial Planning Department dedicated to the best interest of its members.

Your new role

This is a 6 months parental leave cover with a potential for extension. Reporting to the Head of Financial Planning you will be responsible for providing quality financial service to an established client base including Bank First members, with paraplanning and administrative support.


What you'll need

  • Relevant CFP qualification (or working towards) is required.
  • A minimum of 5 years' experience in Financial Planning, ideally proficient with financial planning software (COIN), Microsoft Word and Excel.
  • You will have excellent customer service and organisation skills, coupled with interpersonal and communication skills.
  •  You will undertake and maintain professional standing via continued professional development CPD and TASA requirements. You will be willing to undertake continuous education requirements (FASEA), so that overall organisational compliance is achieved.

What you'll get in return

  • Team culture, with paraplanning and administrative support
  • Possibility of working from home
  • Benefits reflective of our healthy culture and engaged workforce.

To apply send current CV and Covering letter addressing the above criteria.

Applications close: Friday 30 October

 

05/10/2020 $0 Eastern Suburbs 1 Banking & Financial Services
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