Financial Planner (nabHealth, Carlton)


Job Type:Full Time
Apply Now

  • Develop your career within an environment where we put clients at the centre of all we do.
  • We are focussed on, and have a clear commitment to, delivering the right advice in the right way.
  • Structured professional development working with you to achieve ongoing education requirements and build the right skills to deliver strong outcomes.

At NAB Financial Planning it's all about putting our clients at the heart of everything we do and supporting our people to achieve their full potential. Our advice focuses on acting in the best interests of our clients' financial lives. For the people within our business, this means working in, and creating a culture, where everyone lives our values every day.

**About the opportunityThis Financial Planner role will focus on utilising your relationship development and management experience to deliver great outcomes by providing new and ongoing advice to clients in our banking network. You will be working with existing referral partners and will be responsible for prospecting new opportunities. This is a client facing role providing financial advice and is based in Carlton.

About youYou will have gained solid and extensive experience in client facing roles in Financial Planning, delivering both new and existing client advice outcomes and have the experience and ability to build lasting relationships with both clients and business partners. Having achieved strong compliance outcomes throughout your career, you will be able to evidence successful performance and client-centric financial outcomes in your current and previous roles. Completion of an ADFP and a relevant degree are minimum expectations, as is a proven track record.

About the supportYou will find that NAB will support you to achieve your full potential. We offer the training and support, and we focus on you and your skills as you continue to grow a rewarding career in this dynamic industry. Our team structure and business model ensures that, at every stage of your career, you have opportunities for personal and professional growth.

To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status.

We embrace diversity of thought, style and working arrangements to ensure our workforce is representative of the community that we serve.

At NAB we support workplace flexibility. Have a chat to us about how this can work for you…

Advertised: 07 Jan 2019 12:00 AM AUS Eastern Daylight Time

Applications close: 03 Feb 2019 4:00 PM AUS Eastern Daylight Time**