Financial Planner

Perigon Group; Brisbane; Hybrid; AUD 108,000 - 132,000; Full time

Benefits offered by this job

Annual leave loading

Onsite parking

Income protection

Employer superannuation contributions

Job summary

Perigon Group is assisting a well established industry super fund in Brisbane to recruit an experienced Financial Planner. You will deliver general and personal retirement advice via phone, video, and face-to-face meetings, shaping the member experience as the team grows.

The role requires 3+ years as a Financial Adviser, qualifications and a Financial Adviser exam pass, with Xplan experience highly regarded. A mix of office work and work-from-home flexibility awaits.

Qualifications

• 3+ years experience as a Financial Adviser, ideally within superannuation.
• Appropriate financial planning qualifications and a pass of the Financial Adviser exam.
• Xplan experience highly regarded.
• A member first approach to advice rather than a sales or book building focus.

Responsibilities

• Deliver general and personal retirement advice to members.
• Conduct advice sessions via phone, video and face-to-face appointments.
• Support shaping the member advice experience as the team grows.

Skills

Financial adviser experience

Xplan experience

Compliance knowledge

Excellent communication

Retirement planning

Education

Financial planning qualifications

Financial Adviser exam

Tools

Xplan

Job description

Financial Planner | Industry Superannuation Fund | Brisbane

A well established industry super fund is looking for an experienced Financial Planner to join a small, close knit advice team.

This fund has a strong long term track record for members and a purpose driven culture, this is a role where you’ll see the direct impact of your advice on real people’s retirement outcomes.

About the role

You’ll deliver both general and personal advice to members approaching or in retirement, across phone, video and face to face appointments. Reporting to the Senior Manager of Retirement and Advice Strategy, you’ll play a key part in shaping the member advice experience as the team continues to grow.

This is a full time position with a mix of office based work and the flexibility to work from home once settled in.

What you’ll bring

• 3+ years experience as a Financial Adviser, ideally within superannuation, though strong retail advice backgrounds will also be considered
• Appropriate financial planning qualifications and a pass of the Financial Adviser exam
• Xplan experience highly regarded
• A member first approach to advice rather than a sales or book building focus
• Strong technical and compliance knowledge, with excellent attention to detail in advice documentation
• Great communication skills and the ability to connect with members from a range of backgrounds

What’s on offer

• Base salary around $120k + super
• Annual leave loading
• Onsite parking
• Income protection
• Additional employer superannuation contributions