Financial Planning Manager - Geelong - VIC

  • Company

    National Australia Bank
  • Location

    Australia-Melbourne
  • Compensation

    Competitive Remuneration and Benefits!
  • Position Type

    Permanent
  • Employment type

    Full time
  • Updated

    16 Nov 2009
  • eFC Ref no

    549101
Your ability to engage with and build lasting relationships with your clients will lend to success in our culture of high performance at NAB.

for the challenge you want

  • ?Fee-for-advice? Model
  • Retail focus
  • Take the next step in your planning career

NAB Financial 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.

Your focus will be on servicing, retaining and providing ongoing advice to existing Retail 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 the ongoing professional development and support you need to establish a rewarding career with us.

Ideally, you?ll have completed, or be close to completing 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.

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 abilities assessments, undergo reference checks and background checks as part of our standard recruitment process.

  • Company:

    National Australia Bank

  • Website:

    www.nab.com.au/careers

  • Recruiter Ref:

    557768

  • Note: Please quote eFC Ref: 549101 when applying for this job.

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