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Financial Planning Manager - Hamilton VIC
- Hamilton, VIC
- \'Fee-for-advice\' Model
- Take the next step in your planning career
At NAB, it\'s all about our people reaching their full potential. And in Wealth, that means transforming talent into leadership. NAB Financia l Planning has established a solid reputation for providing quality professional advice. Our aim is to help our customers fulfil their aspirations, not just now but at every stage of their lives.
Based in Hamilton, Your focus will be on servicing, retaining and providing ongoing advice to clients, retaining existing referral arrangements and prospecting new opportunities through your strong business development expertise. Your ability to engage with and build lasting relationships with your clients will lend to success in our culture of high performance at NAB.
In return we offer a competitive remuneration package, uncapped bonus incentives plus ongoing professional development and support. We also offer the strength of referral relationships to assist you in establishing a rewarding career with us.
Ideally, you\'ll have completed your ADFS (FP) or equivalent, and possess solid planning experience demonstrating a proven sales ability. You\'ll also be experienced in preparing complex SOAs using Visiplan or similar software. Tertiary degrees in a business related field will also be highly regarded.
To apply online or learn more about opportunities with NAB Financial Planning, go to www.nab.com.au/careers today.
Preferred candidates will be invited to participate in assessments, undergo reference checks and background checks as part of our recruitment process.
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