Financial Planner — Holistic Advice & Client Growth

RGM Financial Planners Pty Ltd; Traralgon; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Monthly RDOs

Professional development

Mentoring

Paraplanning support

Collaborative team culture

Job summary

RGM Financial Planners Pty Ltd in Traralgon, VIC, is seeking an experienced Financial Planner to join our established Gippsland practice. You’ll provide holistic financial advice across retirement, investments, insurance, and estate planning, building lasting client relationships.

You’ll meet ASIC registration requirements, complete CPD, and work with paraplanners and client services to deliver compliant Statements of Advice and ongoing reviews.

Qualifications

• Currently authorised as a Financial Adviser and listed on the ASIC Financial Advisers Register, or able to become authorised.
• Meet the education standards under the professional standards framework and have passed the Financial Adviser Exam
• Up to date with your CPD requirements
• At least 3 years’ experience providing holistic advice in an Australian financial planning practice
• Experience using advice software, Microsoft Office and CRM platforms
• Strong communication and relationship skills, and comfortable managing your own client base
• Organised, detail-focused and committed to doing things properly

Responsibilities

• Meeting with clients to understand their circumstances, goals and what matters to them
• Developing and implementing personalised strategies across investments, super, retirement, insurance, estate planning and wealth creation
• Preparing and presenting Statements of Advice, Records of Advice and other advice documents
• Running regular client reviews and identifying opportunities to improve their position
• Building long-term, trusted relationships with your clients
• Working closely with our internal paraplanners and client service staff
• Keeping your files, documentation and compliance to a high standard
• Staying across legislative, regulatory and industry changes
• Contributing to the culture and growth of the team

Skills

Client relationships

Communication

Organised

Detail-oriented

Regulatory compliance

Education

Professional standards framework education

Financial Adviser Exam

Tools

Advice software

Microsoft Office

CRM platforms

Job description

RGM Financial Planners Pty Ltd in Traralgon, VIC, is seeking an experienced Financial Planner to join our established Gippsland practice. You’ll provide holistic financial advice across retirement, investments, insurance, and estate planning, building lasting client relationships.

You’ll meet ASIC registration requirements, complete CPD, and work with paraplanners and client services to deliver compliant Statements of Advice and ongoing reviews.