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Financial Planner
2 months ago
We are seeking a seasoned Financial Planner to join our team at IOOF Holdings Limited. As a key member of our wealth management and advice-led organization, you will be responsible for managing the advice needs of existing clients, converting prospective clients, and introducing new clients to our organization.
Key Responsibilities- Proactively source, engage, and manage client referrals and key referral relationships.
- Leverage our evolving digital platforms and advice processes to drive productivity, compliance, and client engagement.
- Contribute to client experience and care initiatives, and coach clients to adopt evolving technologies and processes.
- Work collaboratively with supporting team members and seek opportunities to coach and mentor colleagues to ensure high levels of cross-skilling and deep technical knowledge.
- RG146 Compliant and have passed the Adviser exam (mandatory for Authorization).
- Have been through an approved course in Australian Tax Law and a course in Commercial Tax.
- Hold an approved degree (desirable).
We're seeking an expert in Financial Advice who is passionate about driving growth, building relationships, and delivering an excellent client experience. You should be an adaptable and innovative professional who is passionate about taking your career to the next level with our team.
About UsWe are a leading financial wellbeing organization that helps people feel good about their money. We're committed to creating financial wellbeing for every Australian, and we're looking for like-minded professionals to join our team.
