Financial Adviser

Freedom Finance Australia; City of Melbourne; On-site; AUD 90,000 - 120,000; Full time

Job summary

Freedom Finance Australia is a Victorian-based financial services firm providing advice on superannuation, insurance, taxation, lending and accounting. We seek a self-motivated Financial Advisor to service new and existing clients, achieving KPIs and following compliant processes set by FFAU while building a robust client base.

You will manage client relationships, deliver high-quality advice, and identify cross-sell opportunities.

Qualifications

• ASIC Approved Qualification in Financial Planning.
• 1 to 5 years' experience within the Financial Services industry.
• At least 1 to 2 years of experience as a Financial Advisor.
• Excellent verbal and written communication skills with strong commercial acumen.
• Computer savvy with a high level organisational and MS Office skills.

Responsibilities

• Manage and grow a client book of business, providing high-quality financial advice and services.
• Drive and initiative to deliver on set goals and key performance areas.
• Cultivate cross sales and business development opportunities.
• Collaborate and communicate with clients to understand their financial objectives.
• Maintain a strong understanding of superannuation and insurance products.
• Maintain an impeccable compliance record and engage with all compliance processes and procedures.
• Deal with complexity and demonstrate appropriate problem-solving skills.
• Manage ongoing change and engage all stakeholders.

Skills

Communication

Commercial acumen

MS Office

Education

ASIC Approved Qualification in Financial Planning

Job description

Freedom Finance Australia is an established and well-regarded Victorian based financial services company with offices in Melbourne, Brisbane, Sydney and regions of Victoria and NSW. Our services include investment, superannuation, insurance, taxation, lending and accounting. We pride ourselves on delivering exceptional client experiences and achieving financial freedom.

Position Overview

A self-motivated and proactive individual who will provide financial advice to new clients and an existing client base. You will be providing high-quality financial advice to a wide range of clients as a result, contributing to the growth of an active, ongoing client list. To be able to work towards agreed KPIs and follow a compliant process to the standards set out by FFAU while interacting with clients, colleagues, collecting information, preparing and implementing advice.

Key responsibilities

Manage and grow a client book of business, providing high-quality financial advice and services

Drive and initiative to deliver on set goals and key performance areas

Cultivate cross sales and business development opportunities

Collaborate and communicate with clients to understand their financial objectives

Maintain a strong understanding of superannuation and insurance products

Maintain an impeccable compliance record and engage with all compliance processes and procedures

Deal with complexity and demonstrate appropriate problem-solving skills

Manage ongoing change and engage all stakeholders

Qualifications and Experience

ASIC Approved Qualification in Financial Planning

1 to 5 years' experience within the Financial Services industry

At least 1 to 2 years of experience as a Financial Advisor

Excellent verbal and written communication skills with strong commercial acumen

Computer savvy with a high level organisational and MS Office skills