Financial Planner - Grow Client Wealth & Advisory

Insignia Financial; Melbourne; On-site; AUD 90,000 - 120,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

RG146 Compliant

Adviser exam

Tax knowledge

Client relationships

Education

Approved degree

Job description

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.