Senior Financial Planner

2 weeks ago


Canberra, ACT, Australia IOOF Holdings Limited Full time

About the Opportunity

We are seeking a seasoned Financial Planner to join our team at IOOF Holdings Limited. As a Financial Planner, you will be accountable for managing the advice needs of existing clients, converting prospective clients, and introducing new clients to our organization.

You will proactively source, engage, and manage client referrals and key referral relationships, leveraging our evolving digital platforms and advice processes to drive productivity, compliance, and client engagement.

Client experience and care are at the forefront of this role. You will contribute to client experience improvement initiatives and coach clients to adopt evolving technologies and processes.

Key Responsibilities

  • Manage client relationships and provide financial advice
  • Develop and implement advice strategies
  • Collaborate with internal teams to drive business growth

Requirements

  • RG146 Compliant and passed the Adviser exam
  • Approved degree in a relevant field
  • Excellent communication and interpersonal skills

What We Offer

We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive remuneration package.


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