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Financial Planner

2 months ago


Gold Coast, Queensland, Australia Zero Gravity Media Pty Full time
About the Role

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
Requirements
  • 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
What We Offer
  • 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