Financial Planning Expert

2 hours ago


Canberra, ACT, Australia IOOF Holdings Limited Full time

About the Opportunity


As a seasoned Financial Planner, you will be responsible for managing client relationships, identifying new business opportunities, and driving growth within our wealth management division. With a focus on delivering exceptional client experiences, you will leverage your expertise in financial advice to build strong relationships with clients and prospects.


This is an excellent opportunity to join a leading organisation in the Australian financial services industry. As part of our team, you will have access to cutting-edge tools, technologies, and training programs to support your professional development.



Key Responsibilities:

  • Manage client relationships and identify new business opportunities
  • Develop and implement tailored financial plans to meet client needs
  • Provide expert financial advice to clients and prospects
  • Collaborate with internal stakeholders to drive growth and improve client experiences


We are seeking a highly motivated and experienced Financial Planner who is passionate about delivering exceptional client outcomes. If you have a proven track record of success in wealth management and a strong commitment to ongoing learning and development, we would love to hear from you.



Requirements:

  • RG146 Compliant and holding a valid Adviser exam
  • Approved degree in finance or related field (an advantage)
  • Strong understanding of Australian Tax Law and Commercial Tax
  • Excellent communication and interpersonal skills
  • Able to work collaboratively as part of a high-performing team


Benefits:

  • $120,000 - $180,000 per annum salary package
  • Ongoing training and professional development opportunities
  • Collaborative and dynamic work environment
  • Benevolent company culture and employee recognition program

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