Financial Planner / Adviser

Job Description

Add expected salary to your profile for insights Are you an enthusiastic and detail-oriented finance professional with a passion for helping people unlock their financial potential? Maybe you’re an Associate working your way up your career ladder and financial planning is ticking all your boxes. We’re seeking an experienced Financial Adviser / Associate to join our client’s team who are on a mission to educate and empower their clients to financial freedom. As a result of ongoing business growth, this new role is an exciting opportunity to make a difference to people right across Australia. Our client specialises in providing personalised Financial Planning advice to a wide range of clients on retirement planning, superannuation, investment and personal insurances. The Opportunity In this full-time role, you’ll collaborate with Senior Advisers and Client Service Officers (CSO) to manage a diverse portfolio of new and existing clients. Reporting to the Managing Director, you’ll be responsible for: Providing personalised financial advice to new and existing clients on retirement planning, superannuation, investment and personal insurances, assisting them to achieve their goals with sound financial planning and strategy. Conduct initial client engagement and annual review meetings, including undertaking detailed and holistic financial assessments. Work with the CSO team to conduct initial research, prepare Statements of Advice and implement insurance applications and investment advice. Efficiently handle client communication including phone calls, emails and in-person and virtual meetings, keeping all relevant stakeholders appropriately informed. Maintaining a current understanding of industry regulations, compliance requirements, product knowledge and financial planning best practices. What will you bring? Our ideal candidate will have an established career in the financial planning industry and a strong desire to collaborate with the team and develop your own skills. You’ll also bring: Previous experience in a financial advisory role in a financial planning environment. Strong technical knowledge in financial planning strategies, investments, and compliance requirements governing the industry. A willingness to collaborate with the team to achieve high-quality client outcomes Enthusiastic participation in a positive and vibrant workplace culture A keen eye for detail and time management. An ability to adapt to technology and various software programs and platforms. What’s in it for you? In return for your expertise, you’ll be offered: Mentoring and support from experienced Advisers, providing an environment of ongoing learning and development. A collaborative support team, including paraplanners and CSO’s to assist with document preparation and implementation. A commitment to ongoing education with support to complete further study if desired. A competitive market salary accompanied by career development opportunities. A flexible working environment with work from home options available for the right candidate. To Apply Submit your application via SEEK to express your interest in the role by Monday 3rd March 2025. All questions can be directed to Our client is an equal opportunity employer and we encourage candidates of all backgrounds to apply. #J-18808-Ljbffr