Expert Financial Advisor
4 days ago
About the Opportunity
We are seeking a seasoned Financial Planner to join our team at IOOF Holdings Limited. As a Financial Planner, you will be accountable for managing the advice needs of existing clients, converting prospective clients, and introducing new clients to our organization.
You will proactively source, engage, and manage client referrals and key referral relationships, leveraging our evolving digital platforms and advice processes to drive productivity, compliance, and client engagement.
Your primary focus will be on delivering exceptional client experiences and contributing to client experience improvement initiatives. Additionally, you will coach clients to adopt evolving technologies and processes, ensuring seamless integration and minimal disruption.
What We Are Looking For
Successful candidates will be RG146 Compliant, having passed the Adviser exam (mandatory for authorization) and completed approved courses in Australian Tax Law and Commercial Tax. An approved degree is highly desirable but not mandatory.
We seek an expert in Financial Advice who is passionate about driving growth, building relationships, and delivering exceptional client experiences. As a collaborative team player, you will inspire and develop others, sharing your knowledge and expertise in the field.
About Us
IOOF Holdings Limited is a leading financial wellbeing organization, dedicated to helping Australians feel confident about their financial futures. We strive to create a positive impact on our community through education, innovation, and exceptional service.
At IOOF, we believe in empowering our employees to make meaningful contributions and drive positive change. If you are passionate about making a difference, we encourage you to apply for this exciting opportunity.
Requirements
- RG146 Compliant
- Completed approved courses in Australian Tax Law and Commercial Tax
- Approved degree (highly desirable)
Please note that applicants will be required to provide evidence of their eligibility to work in Australia and undergo police and basic credit checks as a condition of employment.
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