Senior Wealth Management Specialist

2 weeks ago


Canberra, ACT, Australia IOOF Holdings Limited Full time
Job Opportunity

We are seeking a Senior Wealth Management Specialist to join our team in Canberra.

About the Role

This is an exciting opportunity for an experienced financial advisor to manage the advice needs of existing clients, convert prospective clients, and introduce new clients to our organisation.

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

Key Responsibilities
  • Manage client relationships and provide expert financial advice
  • Develop and implement strategic plans to grow client base and increase revenue
  • Collaborate with internal teams to deliver exceptional client experiences
Requirements

To be successful in this role, you will have:

  • RG146 Compliant and passed the Adviser exam (mandatory for Authorisation)
  • Completed an approved course in Australian Tax Law and Commercial Tax
  • A strong understanding of financial products and services
  • Excellent communication and interpersonal skills
What We Offer

In addition to a competitive salary package, we offer:

  • A dynamic and supportive work environment
  • Ongoing training and professional development opportunities
  • The chance to work with a leading financial wellbeing organisation

Estimated salary: $120,000 - $180,000 per annum.



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