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Financial Planning Specialist

2 months ago

Brisbane, Queensland, Australia IAS Recruitment Full time

About the Company:

IAS Recruitment is proud to partner with a leading Super Fund to find a talented Financial Planner to join their passionate team. This firm is a premier industry super fund dedicated to empowering its members by delivering tailored solutions that help them achieve their financial aspirations.

About the Role:

As a Financial Planner, you will be at the forefront of providing exceptional phone-based and face-to-face financial advice. Reporting directly to the Senior Manager, you will deliver top-notch, member-focused retirement advice while identifying opportunities to enhance and expand their member services. You will have the chance to attend seminars and grow your career and knowledge. Your mission is to drive membership growth and foster lasting relationships with their valued members.

Key Responsibilities:

  • Offer outstanding personal and general advice to ensure exceptional service for our members.
  • Spot and act on opportunities to boost member growth and retention.
  • Stay ahead of the curve with deep knowledge of the superannuation industry, including legislative, product, and provider updates.
  • Maintain up-to-date compliance and technical knowledge to offer top-tier advice in the client's best interest.
  • Deliver a professional, member-centric experience in every interaction.

Requirements:

  • A minimum of 3 years experience as a Financial Planner.
  • Relevant Financial Planning qualifications and successful completion of the Financial Adviser exam.
  • Experience with Xplan and familiarity with Industry Fund Services are desirable but not essential.
  • High motivation and the ability to excel in a fast-paced, dynamic environment.
  • Strong organisational skills, excellent verbal and written communication, and the ability to build and maintain effective relationships.

What We Offer:

  • Competitive salary with additional loading.
  • Exceptional mentorship for both personal and professional growth.
  • Extra recreational leave to keep you refreshed.
  • Free onsite parking for your convenience.