The company:

Our client is a multi-award-winning financial services firm that offers a diversified full-service business model supporting clients throughout all their important financial decisions. With expertise in Home Loans, Asset Finance, Accounting and Financial Planning, our client has five locations across the country and over 80 staff. Due to their organic growth, they are looking for another Financial Planner to join their team.

This is a young and vibrant team – recognised as one of the best places to work in Melbourne!

We are open to Planners with varying levels of experience 😊

What’s in it for you?

• A competitive salary of $120-$160k plus Super plus Bonus (200k OTE)
• Hybrid flexible working arrangements
• A young and vibrant team
• Opportunities for equity
• No hunting - clients are all referred
• Full admin support

The role:

The Financial Planner will look after an existing clientele but there is a large volume of new clients coming from internal referrals and strategic partnerships. The clientele consists mainly of younger professionals in the wealth accumulation stage of their financial journey. The Financial Planner will work closely with internal stakeholders and other departments within the business to help nurture clients through their financial journey.

Responsibilities:

• Provide quality strategic Superannuation, Investment, Insurance and Cash Flow/Budgeting Advice
• Work closely with Support Staff and Paraplanners to generate compliant Advice
• Maintain client relationships in a professional fee for service environment
• Work with referral sources to identify opportunities and manage leads

About you:

• At least 2 years of experience as a Financial Advisor
• Experience with SMSF
• A related Degree or Graduate Diploma
• FASEA compliance
• Familiarity with XPlan software (preferred)
• A passion for helping others and providing impartial advice
• Excellent stakeholder management skills
• The ability to multitask and manage workflows in a busy environment
• Strong written and oral communication skills

If you have the drive to hit the ground running, work independently and take ownership of your work, our client would love to hear from you!

If you have any questions, contact me via email at [email protected]

#SCR-nathan-soti