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Financial Planner Associate - Boronia Victoria  [02/08/2010]



Description

  • Salaried position with bonus potential
  • Personal development opportunities
  • Expanding wealth business
ANZ Financial Planning is a key area of ANZ's Wealth business. We help our clients to achieve their financial and lifestyle goals on a fee for service basis. 
Reporting to a Practice Manager, you will provide financial planning services and advice. Specifically, you will deliver financial plans to meet clients' insurance and investment needs, In addition, you will proactively identify and address new and existing sources of business and meet individual and team objectives.
Personally, you display high level communication skills together with proven client management skills and a good understanding of the financial planning industry. 

Qualifications

Academically you have completed, or made significant progress towards completing a recognised tertiary qualification in a business-related field such as Business, Commerce or Accounting.  You must have completed DFS 1-4 (RG146) and are progressing towards ADFS. Ideally, you also have previous experience in providing risk insurance advice to clients. 


Job Type:
Permanent

Location:
Angola

Salary:
[n/a]

Date available:
now

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Company:
ANZ Bank

Company Description:
[n/a]

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