Financial Planner

About the role

This role seeks an experienced Financial Planner whose primary focus is to provide specialist financial advice across both new and existing client relationships. You will be responsible for the overall delivery of client outcomes, ongoing service obligations and financial advice needs.

Key responsibilities:

Ignite client engagement: Proactively engage with both initial and ongoing clients to demonstrate the advantages of financial planning.

Empower clients' financial futures: Offer comprehensive and personalised financial advice to a diverse clientele, ensuring their wealth objectives are met and exceeded.

Exceed service excellence: Commit to fulfilling clients' service expectations, fostering trust and satisfaction.

Cultivate key partnerships: Develop and maintain robust relationships with essential support staff and advice partners.

Champion compliance: Attentively adhere to all regulatory requirements.

Stay ahead of the curve: Continuously update your expertise, staying informed of changes in the industry.

Team synergy: Work in harmony with the financial planning team to ensure exceptional client management and outcomes are achieved.

Skills and Experience

We are seeking a qualified Financial Planner who has the following traits;

3 years financial planning experience.

Strong business development skills.

Have a solid understanding of essential financial planning areas, including superannuation, investments, insurance, and SMSFs.

Excellent interpersonal skills with the ability to explain complex financial concepts in simple terms.

Meet the FASEA Education Requirements

Knowledge of Xplan and Microsoft Office Suite.

Strong influencing and negotiation skills

Exceptional communication skills both written and verbal.

Self-motivated and results driven