Financial Planning Professional

5 days ago


Albury City Council, Australia Invest Blue Limited Full time

Are you looking for a challenging and rewarding role as a Senior Financial Adviser? Invest Blue Limited is seeking an experienced Financial Adviser to join our team in Albury.

We offer a range of benefits, including:

  • A comprehensive financial plan for your personal goals.
  • An opportunity to work 9 days a fortnight as a full-time team member.
  • Flexible working arrangements to suit your needs.
  • Ongoing learning and development opportunities.

About Us

Invest Blue Limited is Australia's trusted home of great advice. We are a large, holistic financial planning business with offices throughout QLD, NSW, VIC, ACT & TAS. Our strength comes from delivering tailored, high-quality advice based on a consistent process. Importantly, our financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams.

We're dedicated to fostering an environment where our team members thrive. As Richard Branson aptly put it, 'Clients do not come first. People come first. If you take care of your people, they will take care of the clients.' You'll find a very open and transparent culture, where you have every opportunity to share ideas and insights, and that others in the business are available to work collaboratively with you.

Our ideal candidate is a motivated team player with great people skills, technical knowledge, and understanding of regulatory and legislative obligations related to financial planning. They should have 5+ years' experience providing financial advice to clients, outstanding communication skills, both written and verbal, with a high attention to detail, exceptional ability to keep track of multiple tasks, prioritise, and deliver on set goals, eager to learn, willing to unlearn, and bring fresh and innovative ideas to the table.

Key responsibilities include providing exceptional advice to clients, efficient administration, proactive interaction with clients and team members, work in progress reporting, and task management.



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