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Financial Planner
2 months ago
We are seeking an experienced Financial Adviser to join our dynamic team at Zero Gravity Media Pty, a leading provider of retirement planning advice for individuals aged 55-65. As a Financial Adviser, you will play a critical role in helping our clients achieve their financial goals through strategic guidance and minimal product recommendations.
Key Responsibilities- Provide comprehensive independent financial planning advice to clients through a 4-meeting engagement process
- Work closely with our team to generate leads and build strong relationships with clients
- Offer independent product advice, primarily focusing on industry fund comparisons
- Meet with clients via Zoom to discuss their financial plans and goals
- Collaborate with our administration and paraplanning teams to ensure seamless client support
- Be ASIC registered and have a minimum of 3 years' experience as a practicing financial adviser
- Hold a relevant university degree qualification, with post-graduate qualifications an advantage
- Have excellent knowledge in areas such as superannuation, retirement planning, and SMSFs, as well as good knowledge of estate planning, trusts, and companies
- Possess excellent interpersonal and communication skills, with the ability to build rapport with clients
- Be highly-organised and process-driven, with a focus on providing exceptional customer service
- A fun and supportive work environment
- A competitive salary based on experience
- Opportunities to collaborate with a team of knowledgeable and high-achieving professionals
- Regular company events and social gatherings
- The chance to be part of a rapidly growing business with numerous opportunities for advancement