Financial Services Professional

4 days ago


Melbourne, Victoria, Australia Ethos360 Full time

About Ethos360

Ethos360 is a multi-award-winning financial services firm that offers a diversified full-service business model supporting clients throughout all their important financial decisions.

With expertise in Home Loans, Asset Finance, Accounting, and Financial Planning, Ethos360 has five locations across the country and over 80 staff.

Due to their organic growth, they are looking for another Financial Planning Specialist to join their team.

About the Role

The Financial Planning Specialist will work with some existing clients but predominantly take on new clients from internal referrals and strategic partnerships.

The clientele consists mainly of younger professionals in the wealth accumulation stage of their financial journey.

The Financial Planning Specialist will work closely with internal stakeholders and other departments within the business to help nurture clients through their financial journey.

Responsibilities

  • Provide quality strategic Superannuation, Investment, Insurance, and Cash Flow/Budgeting Advice
  • Work closely with Support Staff and Paraplanners to generate compliant Advice
  • Maintain client relationships in a professional fee-for-service environment
  • Work with referral sources to identify opportunities and manage leads

About You

At least 2 years of experience as a Financial Advisor

Experience with SMSFA-related Degree or Graduate Diploma

FASEA compliance

Familiarity with XPlan software (preferred)

A passion for helping others and providing impartial advice

The ability to multitask and manage workflows in a busy environment

Strong written and oral communication skills



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