Financial Wellbeing Specialist

1 week ago


Melbourne, Victoria, Australia IOOF Holdings Limited Full time

About the Role

We are seeking an experienced Financial Wellbeing Specialist to join our team in Ballarat. As a key member of our advice delivery strategy, you will be responsible for managing the financial wellbeing needs of our existing clients and supporting our growth journey through new clients.

As a Financial Wellbeing Specialist, you will set a standard for other staff in maintaining high professional standards for all advice, client service, and personal integrity. You will take a lead role in maintaining the values of our organisation and mentor and develop support staff as a senior peer.

The successful candidate will have proven experience in an Associate Adviser or Paraplanner role, with solid understanding of tax, superannuation, retirement income streams, investments, and social security. They will also have sound experience in XPLAN financial planning software and excellent interpersonal and communication skills.

In this influential role, you will identify when a client needs additional advice and deliver this advice to clients on a timely basis. You will ensure that clients are informed of their options and understand any recommendations made to them by providing high-quality personal wealth management advice.

You will work as part of a Shadforth Advice Team, delivering minimum Service Standards (as determined/amended by the business from time to time) and ensuring work is completed in a timely manner and that client issues are addressed within an approved timeframe.

We estimate the salary range for this role to be between $80,000 - $120,000 per annum, depending on experience. If this sounds like your kind of career, you might be the right person for us.



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