Senior Financial Planner

We are a purpose-driven bank, owned by our customers 

Bank First is a customer-owned bank that exists to serve the people who serve the education and health community. Our members put others first, so we put them first.  

We have a clear strategic mandate to transform and grow the bank to do more for our members. At Bank First we are empowered to make bold moves to reimagine the way we serve our members.

So, what’s the role?

This role is responsible for providing a high quality financial service to all current and potential members in order to achieve maximum member satisfaction and goodwill.

Key responsibilities in this role will include:

• Providing compliant financial advice to members
• Generating funds under management and revenue
• Servicing of existing client relationships to ensure retention of business
• Marketing the services of the Financial Planning department and the Bank First
• Ensuring skills and knowledge remains relevant and up to date
• Keeping detailed records of activities, discussions and agreed outcomes/actions
• Other duties as reasonably required

The desired, Degree qualified (in a relevant discipline) candidate will need the following:

• A minimum 5+ years’ experience in a client facing Financial Planner role
• You have passed FASEA exam
• You have completed or are near completion of CFP designation.
• A focus on due diligence and compliance to meet and comply with ongoing Financial Adviser registration requirements.

This role offers hybrid working, but the desired candidate must be based in Melbourne.

Why join us

• A for-purpose bank committed to helping its members and their community.
• Impactful work to create a unique experience for our members and employees!
• Work with values-driven leaders, who actively develop talent and support you to grow your career.
• We provide work-life balance and flexibility, so you can work in a way that best suits you and your commitments outside of work.
• Hybrid working from our offices to connect and collaborate, as well as focused time at home.
• Competitive remuneration with extensive leave options and gym membership subsidy.

To apply

If you are looking for purpose and an organisation that lives their values every day, we encourage you to apply – even if you don’t meet all the criteria.

We encourage applications from people of all ages, cultures, abilities, sexual orientation and gender identities. We strive to provide a recruitment experience that’s fair, inclusive and accessible.

NO Agencies required for this role and we encourage candidates to apply directly as Agency submissions will not be accepted.