Financial Planner

4 weeks ago

Bendigo, Victoria, Australia Bridges Financial Services Full time

Delivering exceptional financial solutions to more people

Be part of a leading wealth management and advice-driven organisation

Permanent opportunity based in our Bridges Bendigo office

The opportunity to join our team

As a Financial Planner at Bridges Financial, you'll be accountable for managing the advice needs of existing clients, converting prospective clients, and introducing new clients to Bridges. You'll proactively source, engage, and manage client referrals and key referral relationships, leveraging the evolving Insignia Financial digital platforms and advice processes to drive productivity, compliance, and client engagement.

Client experience and care are at the forefront of this role. As a seasoned professional, you'll contribute to client experience improvement initiatives and coach clients to adopt evolving technologies and processes. You'll work collaboratively with supporting team members, seek opportunities to coach and mentor colleagues, and continuously build the capability of the broader team to ensure high levels of cross-skilling and deep technical knowledge.

What You Will Bring

To hit the ground running, you are RG146 compliant and have passed the Adviser exam (mandatory for authorization). Additionally, you have completed an approved course in Australian Tax Law and a course in Commercial Tax. An approved degree will help your application stand out.

You are an expert in financial advice, passionate about driving growth and building relationships while delivering an excellent client experience. You enjoy working collaboratively, inspiring, and developing others by sharing your knowledge and expertise. With integrity, adaptability, and innovation, you're ready to take your career to the next level with the Bridges team.

Make your move. Make your mark.

We're excited about helping people do more with their money—whether they're starting out or retiring. Our team will support you as we create financial wellbeing for every Australian. We believe confident individuals live better lives.

If this sounds like your career, you're our kind of person. You'll make a positive impact in people's lives every day, being the first point of contact for our clients when they need support.

Along the way, you'll learn new skills, grow, and accomplish great things. We call it "putting our fingerprints on the future".

Showing Up For Every Australian

We're one of Australia's leading financial wellbeing organizations, helping people feel good about their money. We prioritize our people's wellbeing, offering flexibility, opportunities, and celebrating what makes you unique—what matters to you matters to us.

To Apply

Learn more about why you should join our team at Insignia Financial Careers.

Applicants must provide evidence of their eligibility to work in Australia and undergo police and credit checks as a condition of employment.

Applications from agencies will not be considered at this time.

We celebrate individual differences and are committed to providing support or adjustments during the application process if needed.

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