IMB Bank

Financial Planning/Wealth | Financial Planning & Wealth Careers

IMB Bank

Sydney, New South Wales, Australia

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Job Posted: 22/07/2016

Job Category:

Banking & Financial Services / Financial Planning & Wealth Mgmt

Job description:

We are currently seeking expressions of interest for future job opportunities from:

  • Financial Advisers
  • Wealth Specialists
  • Paraplanners
  • Admin Assistants

IMB Financial Planning is a wholly owned subsidiary of IMB Ltd, and with its team of professional Financial Advisers, provide a broad spectrum of advice to help clients achieve their short, medium and long term financial goals.

Our brand stands to be one of integrity and strength through industry reform and is recognised by the FPA as a professional practice.

At IMB, we are always keen to discover emerging talent and established professionals committed to the integrity and growth of the Financial Planning industry.

If you are an experienced Wealth Specialist or Adviser looking for a refreshing career change, or a Paraplanner or Admin Support person keen to grow your future, why not consider IMB as your next employer of choice as a mid size financial planning alternative within a large mutual bank environment.

The profile and backgrounds of our Financial Planning team typically comprise of:

  • Tertiary qualifications (as a minimum) and CFP credentials or are currently working towards completion of this
  • Great interpersonal skills in managing and maintaining successful client and referral partner relationships (or are developing)
  • The willingness and commitment to evolve and improve themselves and find new ideas for opportunities and growth
  • Hands on mentoring and coaching skills to be able to help others build and improve their knowledge
  • The capability and expertise in all aspects of client service and a passion for providing quality ongoing advice
  • Well organised and effective planners to schedule appointments and travel across various locations
  • Wealth professionals who want to grow and maintain a professional financial profile in their local community
  • Love working autonomously however have a strong sense of team commaraderie, collaboration and support.

If you think you might suit our culture and fit the profile outlined above, and would like to be considered for future job roles with IMB Financial Planning, upload your latest CV and register your interest now!