Careers in Financial Advisory

2 weeks ago

Ballarat, Victoria, Australia beBeeCareer Full time

Opportunity exists for an ambitious Financial Advisor to grow and develop our Financial Planning division.

- Grow the business by helping to expand our client base through innovative strategies.
- Responsibilities
- Provide comprehensive financial planning advice to clients encompassing strategies such as Investments, Superannuation, Transitions to Retirement strategies, Centrelink Planning, Cash Flows, SMSF's, Aged Care and Risk.
- Develop and strengthen staff relationships to obtain internal referrals from other divisions.
- Source external referrals through personal networks.
- Meet key performance indicators while maintaining a high level of service quality.
- Focused on achieving exceptional results in providing tailored solutions for clients.
- Have a good understanding of current legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.
- Enjoy working independently as well as within our talented team.
- Committed to ethical and compliant dealings with clients.
- Required Skills:

- Minimum 5 years experience as a Financial Planner required.
- Must meet FASEA education requirements.
- Highest level of ethics and positive compliance checks required.
- Excellent written and verbal communication skills essential.
- High attention to detail and strong influencing and negotiation skills necessary.
- Ability to drive and develop internal and external relationships beneficial.

- Benefits include:
- 5th week of annual leave for all team members.
- Strong quality referrals from internal divisions with warm leads available.
- Flexible working arrangements provided.
- Mentoring, training and support offered through senior team members.
- Competitive remuneration based on experience offered.
- Supportive environment where teamwork and mutual respect valued.
- Opportunities exist to move around within nationwide office network.

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