Financial Adviser
6 months ago
**Overview**
Link Advice, a specialist provider of financial advice service is looking for 2 passionate Financial Advisers to join our leading telephone based intra-fund Advice Team.
As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model.
In partnership with some of Australia’s largest Superannuation Funds, and with a focus on providing quality intra-fund advice, you will have the opportunity to help educate and advise Australians on how to make the most of their superannuation savings.
This is an ideal position for:
- An Adviser looking to share their experience with a diverse and enthusiastic team where member centric advice delivery is key to their daily routine enabling a better workplace and life balance.
- Opportunity to mentor Junior Advisers
- Someone on a career path looking for the opportunity to build up their experience
Key Benefits:
- Flexible work hours with a focus on work/life balance
- Competitive remuneration including reimbursement for ongoing study and access to corporate gym membership
- All Advice appointments are vetted and booked by our Contact Centres
- Access to support structures - Paraplanning team, Technical Officer, Administration team and Compliance team
**Key Accountabilities and Main Responsibilities**
To help more Australians to understand their superannuation providing them with simple financial advice by;
- Understanding their needs
- Breaking complex concepts down into something they can understand
- Gathering the client’s circumstances, goals and objectives in an online fact find
- Providing intra fund advice and retirement advice
- Maintaining ongoing relationships with existing referral sources
**Experience & Personal Attributes**
- A passion for financial advice and helping people
- Minimum 1 - 3 years’ experience in an advice role
- Meets the minimum education requirements under FASEA
- Passion for customer focus and best practice in all activities
- Flexible whilst able to manage multiple competing business priorities
- Must be clear thinking & well organised
- Attention to detail and analytical skills
- Strong technical knowledge across key disciplines of financial advice
- Work in a structured work environment and adaptive to change
- Near completion or enrolled to meet FASEA educational requirements, includes holding a Relevant degree in Financial Planning/Accounting/Economics
- Passed the FASEA Standards Authority Ethics Examination,
- RG146 compliance with evidence of completed CPD,
- Registered on the ASIC Financial Adviser Register
- Link Advice is a Professional Partner of the FPA.
Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.
Our Retirement & Superannuation Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.
By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.
Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
-
Financial Adviser
3 months ago
Perth, Australia Link Group Full timeAbout MUFG Pension & Market Services MUFG Pension & Market Services is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6500 employees across 4 continents and continue to grow every day.MUFG Retirement Solutions is the largest business under MUFG Pension and Market Services and we are the...
-
Financial Adviser
6 months ago
Perth, Australia Link Group Full time**Why Link Group** Link Group is a global business connecting millions of people with their assets - safely, securely, and responsibly. We have 7000 employees across 4 continents and continue to grow every day. Retirement and Superannuation Solutions is the largest business under Link Group and we are the leading administrator for super funds in Australia....
-
Financial Adviser
6 months ago
Perth, Australia Link Group Full time**Why Link Group** Link Group is a global business connecting millions of people with their assets - safely, securely, and responsibly. We have over 6000 employees across 4 continents and continue to grow every day. Retirement and Superannuation Solutions is the largest business under Link Group and we are the leading administrator for super funds in...
-
Financial Adviser
1 month ago
Perth, Western Australia Link Group Full timeAbout Link AdviceLink Advice is a specialist provider of financial advice services, partnering with some of Australia's largest Superannuation Funds to deliver simple and effective financial advice to their members.We are seeking 2 experienced Financial Advisers to join our leading telephone-based Advice Team in Melbourne (VIC) and Perth (WA). As a Financial...
-
Financial Adviser Planner
6 months ago
Perth, Australia PRIME Global Talent Full timeWork-from-home flexibility - Focus on work/life balance - Reimbursement for any relevant future study Our client is a global organisation that partners with financial market participants (equities, pension, superannuation, investments, property, etc.) to deliver services and solutions that enhance the user experience and make scaled administration...
-
Client Relationship Manager
5 months ago
Perth, Australia Insignia Financial Full timeClient Relationship Manager - Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - A huge array of awesome employee benefits and incentives **T** **he opportunity to join our team** Based in Perth, the position of Client Relationship Manager is an essential element of the Shadforth Financial Group...
-
Technical Consultant
6 months ago
Perth, Australia BT Financial Group Full timeOpportunity to join the BT Advice Technical business - Full-time, permanent Perth WA based (hybrid working) or open to location **How will I help?** BT Financial Group (BT) is the wealth management arm of the Westpac Group. The BT Advice Technical team is responsible for educating and supporting financial advisers and businesses that support the BT...
-
State Operations Manager
1 month ago
Perth, Western Australia Insignia Financial Full timeOperational Leadership OpportunityShadforth Financial Group, a leading financial wellbeing organisation, is seeking an experienced Operational Leader to join their team in Perth. As a key member of the leadership team, you will be responsible for leading a large team of Senior Associate Advisers, Associate Advisors, and Client Service Managers to deliver...
-
Financial Expert Advisor
4 weeks ago
Perth, Western Australia Link Group Full timeAbout the RoleWe are seeking experienced and aspiring Financial Advisers to join our leading telephone-based Advice Team at Link Advice, a part of MUFG Retirement Solutions. As a key member of our team, you will have the opportunity to educate and advise Australians on how to make the most of their superannuation savings, as well as provide retirement...
-
State Operations Manager
3 months ago
Perth, Australia Insignia Financial Ltd Full timeState Operations Manager **Location**:Perth, WA, AU, 6000**Employment Type**:Max Term Full Time- Award Winning Australian Wealth Management Business - Perth Location - 15 month contract - Manage the Operations Team for SFG - Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients...
-
Senior Financial Consultant
2 weeks ago
Perth, Western Australia Link Group Full timeAbout MUFG Pension & Market ServicesWe are a global business connecting millions of people with their assets – safely, securely, and responsibly. With over 6500 employees across 4 continents, we continue to grow every day.MUFG Retirement Solutions is the largest business under MUFG Pension and Market Services, leading the administration for super funds in...
-
People & Culture Adviser
6 months ago
Perth, Australia Lavan Full time**About the Role** We are looking for a self-motivated and adaptable People & Culture Adviser to join our team on a 12-month contract. Reporting to the People & Culture Manager, this role has a strong focus on recruitment across all levels in the firm and is a great opportunity to build or expand on your generalist P&C experience in a dynamic, professional...
-
Retail Adviser 32 hours/week
2 weeks ago
Perth, Australia Vodafone Full timeWhat will you be doing? We are seeking a motivated and sales-oriented Retail Adviser to join our growing team in our Vodafone Perth Partner store. In this role, you will interact directly with customers, understand their needs, build trust and create a personal experience to be remembered. You will also do your utmost to help resolve any issues a customer...
-
Chief Financial Strategist
3 weeks ago
Perth, Western Australia Embodied Corporate Solutions Full timeEmbodied Corporate SolutionsWe are seeking a highly skilled Chief Financial Strategist to join our team. This is an exceptional opportunity to work closely with our Directors and Board to drive the financial success of our diverse companies.About the RoleSalary: $120,000 - $150,000 per annum (negotiable based on experience)This is a hands-on role where you...
-
Chief Financial Strategist
2 weeks ago
Perth, Western Australia Embodied Corporate Solutions Full timeCompany OverviewEmbodied Corporate Solutions is a diverse organisation comprising four well-established companies. This opportunity allows you to take on a pivotal role as the Chief Financial Strategist, working closely with Directors and the Board to ensure the continued success, profitability, and financial integrity of all business units.SalaryThe...
-
Senior Financial Lawyer
3 weeks ago
Perth, Western Australia MinterEllison Full timeWe are seeking a highly skilled and ambitious Senior Financial Lawyer to join our industry leading Finance practice in Perth, Western Australia.MinterEllison is one of Australia's largest law firms, with nearly 200 years of business history. Our Finance team is recognised as an industry leading practice offering integrated solutions across the finance,...
-
Strategic Financial Leader
1 week ago
Perth, Western Australia VenuesWest Full timeThis role is a key position that plays a critical part in driving business outcomes for the Commission.The salary range for this position is $144,597 - $156,598 per annum, under the PS CSA Agreement 2022.About the RoleThis position leads the teams responsible for financial reporting, budgeting, procurement, and business services. The successful candidate...
-
Chief Financial Strategist
1 week ago
Perth, Western Australia Embodied Corporate Solutions Full timeEmbodied Corporate SolutionsAbout UsWe are a diverse organisation with four established companies, each with a strong market share and continuous growth.Job Title: Chief Financial StrategistJob Summary:We are seeking a highly skilled Chief Financial Strategist to join our team. The successful candidate will work closely with senior management to drive...
-
State Operations Director
1 month ago
Perth, Western Australia Insignia Financial Full timeKey Responsibilities:Lead a team of Senior Associate Advisers, Associate Advisors, and Client Service Managers in providing high-quality support and technical assistance to clients.Accountable for delivering consistent, compliant, and standardized SFG operational processes.Collaborate with the Head of Shadforth to achieve the State's annual budgets, pledges,...
-
Financial Services Professional
3 weeks ago
Perth, Western Australia Mutual Trust Full timeAbout the RoleWe are seeking a highly skilled Accountant to join our professional services and accounting firm. The ideal candidate will have 3 or more years of experience and a strong attention to detail.Key ResponsibilitiesPreparation of compliance documents, including tax returns, financial statements, and activity statements.Client administration and...