Financial Planner

2 weeks ago

Canberra, Australia Capital Recruit Full time

Enjoy a positive and supportive team culture
- Work alongside a fully qualified team of professionals
- Advise clients, add value and form deep client relationships

**The organisation**:
Capital Recruit has the pleasure of working with one of Canberra's largest privately-owned advisory firms. As an independent Australian Financial Services Licensee, this firm does not offer any in-house products, which ensures there is no conflict of interest when providing advice.

**Location**:
A beautiful newly-renovated office in the heart of Canberra City, ACT.

**Your day-to-day**:
As a Financial Planner, you will be responsible for guiding clients through a totally transparent investment process, where they are always in control.

You will be part of a close-knit team providing advice to a broad range of clients with duties including:

- Annual Client Review Meetings
- Advice on strategies around superannuation, tax planning, and investment management
- Presentation of Statements of Advice
- Responding to client advice queries
- Working with the client service team to ensure advice is implemented
- Meeting with prospective clients
- Ensuring advice is within compliance guidelines

**The benefits**:

- Achievable bonuses
- WFH flexibility and hours - be there for your family when they need you most
- A brand new (peer-reviewed) automatic coffee machine in the tea room (current staff assure us this is absolutely a notable benefit)
- Salary sacrifice options available
- Learning and development opportunities - ask us for more details
- A career pathway with quarterly check-ins with the HR Manager
- The opportunity to develop your own client portfolio
- An active social club, regular team morning teas, and team-building days.

**Ideally, you will have**:

- Full Australian working rights
- RG146 (minimum education standard)
- Approved Degree (highly desirable)
- Previous experience in tax planning, superannuation, and investment strategies, including TSB and TBC
- Successfully passed Adviser exam (mandatory for Authorisation)
- Strong verbal and written communication skills
- Knowledge of the public sector-defined benefit schemes

**How to apply**:

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