Junior Financial Planner/Professional Year Candidate

Index Wealth; Geelong; Vor Ort; AUD 60.000 - 90.000; Vollzeit

Benefits dieser Stelle

Flexible working arrangements

Mentoring and professional development

Zusammenfassung

Index Wealth is seeking a motivated individual to become a qualified Financial Planner in Geelong. The role offers mentorship and growth opportunities within a supportive team focused on accessible, affordable financial advice for individuals and families.

A recent graduate or someone already in financial planning is welcome to apply. The firm emphasises hands-on experience, teamwork, and ongoing professional development, with flexible working arrangements to fit personal needs and a path to

Qualifikationen

• Bachelor's degree in Financial Planning or related fields is required.
• Australian citizenship is required for this position.

Aufgaben

• Collaborate with a team of professionals to provide personalised financial advice to clients.
• Contribute to creation of high-quality advice solutions tailored to clients' needs.
• Manage existing clients and assist onboarding of new clients.
• Bring a creative mindset to add value to the company's strategy.
• Receive mentoring and support from industry experts.
• Gain hands-on experience to become a successful Financial Planner.
• Thrive in a collaborative culture that supports growth and learning.
• Enjoy flexible working arrangements that accommodate personal and professional needs.

Kenntnisse

Paraplanning experience

Ausbildung

Bachelor's degree in Financial Planning

Bachelor's degree in Commerce

Bachelor's degree in Business

Bachelor's degree in Economics

Jobbeschreibung

Index Wealth is an established and highly regarded financial planning firm that has been driving consistent growth for over a decade. With a client base of over 6,000 individuals, we specialise in delivering personalised superannuation, investments and personal insurance advice. Our primary mission is to make financial advice more accessible and affordable, to individuals and families who really need it most.

We are seeking a motivated and ambitious individual looking to become a qualified Financial Planner to join our team. If you are a recent financial planning graduate/similar or someone already in the financial planning industry that is looking for the step up into a Financial Planner role and looking for professional growth opportunities, we are the perfect fit for you.

We are actively seeking Professional Year program participants for this role.

At Index Wealth, we believe in investing in our team members, equipping them with the skills and knowledge necessary to thrive in this industry. If you have the drive and determination to excel, we will provide the support you need to achieve your goals.

Qualifications & Experience

• Bachelor's degree in Financial Planning, Commerce, Business, Economics or similar
• Financial Planning industry experience in roles such as paraplanning or client services (preferred but not essential)
• Australian citizenship is required for this position

Tasks & Responsibilities

• Collaborate with a team of experienced professionals to provide personalised financial advice to clients
• Contribute to the creation of high-quality advice solutions tailored to each client's needs
• Manage existing clients and facilitate the onboarding of new clients
• Bring a creative mindset to add value to the company's overall strategy
• Receive regular mentoring and support from seasoned industry experts
• Real hands on experience that will help you become a successful Financial Planner
• Thrive in a collaborative culture that fosters growth and learning
• Benefit from consistent opportunities to develop your skills and advance your career
• Enjoy flexible working arrangements that accommodate your personal and professional needs