Expert Financial Strategist

1 week ago


Canberra, ACT, Australia IOOF Holdings Limited Full time

We are seeking an experienced Financial Planner to join our team at IOOF Holdings Limited in Canberra.

The successful candidate will be accountable for managing the advice needs of existing clients, converting prospective clients and introducing new clients to our organisation. They will do this by proactively sourcing, engaging and managing client referrals and key referral relationships.

This role requires a seasoned professional who can contribute to client experience improvement initiatives and coach clients to adopt evolving technologies and processes.

To be successful in this role, you should have RG146 Compliant status and have passed the Adviser exam (mandatory for Authorisation). Additionally, you should have been through an approved course in Australian Tax Law and a course in Commercial Tax. An approved degree is highly regarded.

You will be an expert in Financial Advice, someone who loves to drive growth and build relationships while delivering an excellent client experience. You should enjoy working collaboratively, inspiring and developing others as you share your knowledge and expertise in the field.

About the Opportunity

This role offers a competitive salary range of $80,000 - $120,000 per annum, depending on experience. The successful candidate will also receive a comprehensive benefits package including training and development opportunities.

About Us

We are one of Australia's leading financial wellbeing organisations, dedicated to helping people feel good about their money. We believe that confident individuals live better lives and we're passionate about creating financial wellbeing for every Australian.

Your Role

As a Financial Planner, you will work collaboratively with supporting team members to deliver exceptional client experiences and improve business outcomes. You will have the opportunity to work on a variety of projects, develop your skills and knowledge and take ownership of your work.

Requirements

  • RG146 Compliant status
  • Passed the Adviser exam (mandatory for Authorisation)


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