Senior Financial Planner - Grow Client Wealth

IOOF Holdings Limited; Melbourne; On-site; AUD 70,000 - 110,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship management

Financial advice

Team collaboration

Coaching others

Education

Approved degree

Australian Tax Law course

Commercial Tax course

Job description

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.