Financial Planner

Insignia Financial; Melbourne; In loco; AUD 90.000 - 120.000; Tempo pieno

Descrizione del lavoro

Bridges Financial Services, part of Insignia Financial, is seeking a Financial Planner in Geelong to manage the advice needs of existing clients, convert prospective clients, and introduce new clients through referrals while leveraging Insignia Financial's digital platforms and advice processes.

You will work collaboratively, coach colleagues, and drive client experience with RG146 compliance and Adviser exam as mandatory.

Competenze

• RG146 compliance is required.
• Adviser exam completed is mandatory for Authorisation.
• Course in Australian Tax Law is preferred.
• Course in Commercial Tax is desirable.

Mansioni

• Manage the advice needs of existing clients.
• Convert prospective clients and introduce new clients via referrals.
• Leverage Insignia Financial platforms and processes to drive productivity and compliance.
• Coach and mentor colleagues to build capability and cross-skill the team.

Conoscenze

RG146 Compliant

Adviser exam

Tax knowledge

Client relationships

Formazione

Approved degree

Descrizione del lavoro

• Delivering exceptional financial solutions to more people
• Be part of a leading wealth management and advice-driven organisation
• Permanent opportunity based in Geelong

The opportunity to join our team

As a Financial Planner at Bridges Financial Services, you’ll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients to Bridges. You’ll do this by proactively sourcing, engaging and managing client referrals and key referral relationships, and leveraging the evolving Insignia Financial digital platforms and Advice processes to drive productivity, compliance and client engagement.

Client experience and care is the forefront of this role, being a seasoned professional, you’ll contribute to client experience, improvement initiatives and coach clients to adopt evolving technologies and processes. As a team player, you’ll work collaboratively with supporting team members and seek out opportunities to coach and mentor colleagues and continuously build capability of the broader team members, to ensure high levels of cross skilling and deep technical knowledge.

What you will bring:

To ensure you can hit the ground running, you are RG146 Compliant and have passed the Adviser exam (mandatory for Authorisation). Additionally, have been through an approved course in Australian Tax Law and a course in Commercial Tax. If you also have an approved degree, it will help your application stand out from the rest.

You’re an expert in Financial Advice, someone who loves to drive growth and build relationships while you always deliver an excellent client experience. You enjoy working collaboratively, inspiring and developing others as you share your knowledge and expertise in the field.Oozing integrity, adaptability and innovation, you’ve got what it takes and are passionate about taking your career to the next step with the Bridges Team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team.