Financial Planner

IOOF Holdings Limited; Melbourne; In loco; AUD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

IOOF Holdings Limited, via Bridges Financial Services, is seeking a Financial Planner based in Geelong to manage client advice needs, convert prospects, and grow the client base through referrals and relationships.

You will leverage Insignia Financial platforms to drive productivity, maintain exceptional client experiences, and mentor team members while upholding compliance and technical excellence.

Competenze

• RG146 compliance and Adviser exam completed (mandatory for authorisation).
• Australian Tax Law course and Commercial Tax course completed.
• Approved degree will help your application stand out.

Mansioni

• Manage the advice needs of existing clients and convert prospective clients.
• Introduce new clients through proactive sourcing of referrals and relationships.
• Collaborate with the team and coach colleagues to build capability.
• Maintain high levels of client experience and compliance.

Conoscenze

Client relationship management

Financial advice

Team collaboration

Coaching others

Formazione

Approved degree

Australian Tax Law course

Commercial Tax course

Descrizione del lavoro

The opportunity to join our team

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

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.

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.