Financial Adviser

Freedom Finance Australia; Melbourne; In loco; AUD 80.000 - 120.000; Tempo pieno

Descrizione del lavoro

Freedom Finance Australia is a Victorian-based financial services company with offices in Melbourne, Brisbane, Sydney and regions of Victoria and NSW. The role involves providing financial advice to new and existing clients, building long-term relationships and meeting regulatory standards in a compliant process.

You will work to grow the client base, deliver tailored advice across investments, superannuation and insurance, and ensure excellent client experiences while achieving KPIs.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Client relationship building

Communication skills

MS Office proficiency

Formazione

ASIC Approved Qualification in Financial Planning

Strumenti

MS Office

Descrizione del lavoro

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

Why Join Us?

This is an opportunity to contribute to an established financial services business, work with a diverse client base and continue developing your financial advice career.

If you are passionate about helping clients achieve their financial goals and building meaningful, long-term relationships, we would love to hear from you.