Financial Coach

IOOF Holdings Limited; Sydney; Hybrid; AUD 65,000 - 90,000; Full time

Job summary

IOOF Holdings Limited invites applications for a Financial Coach role within the Education and Advice team. You will provide General Advice on superannuation, investments, and retirement planning while communicating complex ideas in a practical, engaging way.

You will connect members with suitable solutions, digital tools and education resources, supporting product applications and related admin. A Graduate Diploma in Financial Planning is preferred, with opportunities to grow across Australia’s

Qualifications

• Experience in financial advice or coaching within wealth management
• Ability to translate complex financial concepts into approachable guidance
• Strong stakeholder management and client service orientation

Responsibilities

• Provide General Advice on superannuation, investments, contributions, insurance and retirement planning strategies.
• Explain complex financial concepts in a clear, practical and engaging manner.
• Identify opportunities to improve member outcomes by connecting members to appropriate solutions, digital tools, education resources and personal advice pathways where suitable.
• Support members with product applications, insurance quotations and related administrative processes.
• Deliver strong member outcomes by building trust, encouraging action and supporting informed financial decision making.
• Manage member follow-up, appointments, opportunities, workflow tasks and CRM records with a high degree of accuracy.
• Respond to escalations, complaints, incidents and risk remediation activities, taking ownership through to resolution.
• Build strong stakeholder relationships across Advice, Service, Operations, Risk and other business teams while contributing to continuous improvement initiatives.

Skills

Strong communication

Relationship building

Explain complex financial concepts

Outcome-focused mindset

Stakeholder management

Financial coaching

Client advisory

Education

Graduate Diploma of Financial Planning (GDFP)

Equivalent financial planning qualifications

Job description

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SYDNEY, NSW, AU, 2000 BRISBANE, QLD, AU, 4000 MELBOURNE, VIC, AU, 3008

Employment Type: Max Term Full Time

• 12 Month Contract
• Sydney, Melbourne, Brisbane
• Education and Advice, Mastertrust

The opportunity to join our team

An excellent opportunity to join the Financial Coaching team, supporting members to make informed decisions about their financial future. Through personalised coaching conversations and evolving digital solutions, you will provide guidance and General Advice, simplify complex financial concepts, help members take meaningful action and connect them with the most appropriate solutions to improve their financial wellbeing.

Key Responsibilities

• Provide General Advice on superannuation, investments, contributions, insurance and retirement planning strategies.
• Explain complex financial concepts in a clear, practical and engaging manner.
• Identify opportunities to improve member outcomes by connecting members to appropriate solutions, digital tools, education resources and personal advice pathways where suitable.
• Support members with product applications, insurance quotations and related administrative processes.
• Deliver strong member outcomes by building trust, encouraging action and supporting informed financial decision making.
• Manage member follow-up, appointments, opportunities, workflow tasks and CRM records with a high degree of accuracy.
• Respond to escalations, complaints, incidents and risk remediation activities, taking ownership through to resolution.
• Build strong stakeholder relationships across Advice, Service, Operations, Risk and other business teams while contributing to continuous improvement initiatives.

What you will bring

• A genuine passion for helping people improve their financial wellbeing.
• Strong communication and relationship-building skills, with the ability to build trust through meaningful member conversations.
• The ability to simplify complex financial concepts and help members make informed, confident decisions.
• An outcome-focused mindset with strong ownership, follow-through and the ability to balance member needs, risk requirements and business objectives.
• Sound judgement and the ability to identify, manage and escal…?
• Strong stakeholder management skills and the ability to collaborate across teams to deliver positive member and business outcomes.
• Ability to identify opportunities that improve member outcomes while supporting business growth and advice referral objectives.
• Experience within financial advice, financial coaching or broader financial services environments is highly regarded.
• Graduate Diploma of Financial Planning (GDFP), or equivalent financial planning qualifications will be viewed favourably.

Make your move. Make your mark

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightway – and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

Showing up for every Australian

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.