Postion: Financial Adviser

About OakView:

OakView Financial is an award winning financial advice firm located in Southport on the Gold Coast. We utilise an innovative model which focuses on trust, transparency, and tailored strategies.

We take the time to slow down the process and ensure our clients understand our services and how we can support them on their journey to financial security.

We provide holistic advice services inclusive of but not limited to, super consolidation, wealth accumulation, personal insurance and pension advice.

Our vision is to be the most trusted household name in financial planning throughout Australia and we are well on our way to achieving this by living and abiding by our Core Values.

Our Core Values:

Honesty

Integrity

Reliability

Trustworthy

Consistency

Exceed expectations

About the role:

We are looking for a highly motivated Financial Adviser to join our growing team on a full-time basis. We are a highly culture focused firm who's primary goal is to ensure you have every opportunity to succeed. There are no failures only opportunities to learn and develop. Your leadership team take care of you so you can take care of the clients.

Key Responsibilities:

Providing phone-based advice, our clients have access to our services regardless of their location providing them with convenient, efficient advice

Face to face Advice

Responsible for the initial review of Superannuation and Insurance Advice

Responsible for Annual Review and Ongoing Financial Advice

Support clients to achieve their financial goals and objectives

Providing ad hoc advice on Insurance, Annual Reviews, Estate and Retirement Planning

Ensuring Statement of Advice documents being sent to clients are compliant and contain up to date relevant information with accurate scope of advice

Accurately maintaining client records

Investment Analysis and Portfolio Research as required by Director

Ability to utilise Microsoft office suite eg. Word, Excel, OneNote etc.

Requirements:

Currently authorised as a financial planner and listed on Financial Adviser Register

FASEA approved with applicable qualifications

FASEA approved with applicable qualifications (relevant degree in Financial Planning, Accounting, Economics, or equivalent)

Current AFP Check and Bankruptcy Check or willingness to have one completed

Experience in phone based advice environment highly regarded

Organised, detail orientated with strong time management skills

Ability to rapport build in a phone based environment

Strong drive to always act ethically and in the best interest of the client

Self-motivated, very high attention to detail, ability to prioritise workflow and able to work autonomously

Excellent written and verbal communication skills

Ability to work independently as well as part of a team

Experience using Financial Planning Software highly desirable

Minimum 2-3 years of experience as a Financial Adviser in Australia

Must have permanent right to work in Australia

Perks:

Competitive base salary + bonuses, plus superannuation

Quarterly Team Events

Fresh Fruit provided weekly

Work/Life balance

Casual and Early Finish Fridays

Study Support

Amazing, supportive team environment

Discounted Gym Membership

3hrs per year paid to complete health check

If this sounds like the position for you we look forward to hearing from you!