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.