Expert Financial Consultant

6 days ago


Canberra, ACT, Australia IOOF Holdings Limited Full time

Company Overview

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At IOOF Holdings Limited, we strive to be the leading financial wellbeing organisation in Australia.

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About the Role

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We are seeking a seasoned Financial Planner who can manage advice needs of existing clients and convert prospective clients to our company. The ideal candidate will be accountable for sourcing, engaging and managing client referrals, leveraging digital platforms and advice processes to drive productivity, compliance and client engagement.

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Key Responsibilities

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  • Client experience and care is at the forefront of this role. As a seasoned professional, you will contribute to client experience improvement initiatives and coach clients to adopt evolving technologies and processes.">
  • You will 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.">
  • You will also be responsible for managing client relationships, building trust, and delivering exceptional customer service.">
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Requirements and Qualifications

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To be successful in this role, you must have RG146 Compliant status, passed the Adviser exam, and completed approved courses in Australian Tax Law and Commercial Tax. An approved degree is highly desirable.

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Benefits

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As an employee of IOOF Holdings Limited, you will receive a competitive salary range $85,000 - $120,000 per annum (estimated) depending on your experience, plus additional benefits including professional development opportunities and a supportive work environment.

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About Us

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We acknowledge and celebrate individual differences and welcome applications from diverse candidates. If you need assistance during the application process, please do not hesitate to reach out.


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