• Sydney
• Build valued relationships with clients
• Progress your planning career with NAB

At NAB, it's all about our people reaching their full potential. And in Wealth, that means transforming talent into leadership.  Working within NAB Financial Planning is much more than just being an adviser; it is about building and sustaining lasting valued relationships with our clients.

Our Sydney team's Review Planner is responsible for conducting ongoing client reviews of our existing clients as well as organising components of the service package. NAB planners work in a supportive team environment so you benefit from the experience and expertise of those around you. We also offer competitive salaries plus the training and support you need to establish a rewarding career in this dynamic and expanding industry.

We're looking for an enthusiastic person with relevant experience who has the drive to ensure the overall team success and maintain the team culture of high performance. Ideally, you'll have previous experience in the financial planning industry and be either an experienced planner looking to move away from a sales focused role, or a paraplanner or administrator with a high level of analytical and relationship management skills who is looking to move into a position that offers more client interaction.

Applicants must have completed the Diploma of Financial Services (Financial Planning 1- 4). Tertiary qualifications in Business (or a related field) will be highly regarded.

This opportunity is best tailored for the person who enjoys the variety offered by a role that requires you to be the first point of contact for clients' ongoing service needs whilst having a flair for organising seminars and coordinating regular promotional activities.