Eoi - Associate Adviser
1 week ago
Work closely with Senior Financial Advisers
- Design and develop financial strategies
- Join an organisation dedicated to the wellbeing of its members & employees'
**What’s on Offer**:
You will enjoy a range of great employee benefits and rewards including:
- Competitive salary + bonus program
- Enjoy additional yearly Wellbeing and Community leave days
- 14-week paid parental leave, with equal benefit for both parents PLUS our Bump to Baby
- Employee Referral Program
- Employee Assistance Program - support and assistance for you and your family at those times in life when you need it most
- Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
- Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more
- Available access to LinkedIn Learning courses through our great Learning platform
**Your New Role Looks Like This**:
This is an outstanding role for anyone looking to develop into the financial advisers of the future. Associate Adviser will support new business growth opportunities end to end, from generating referral opportunities to supporting the Statement of Advice presentation. Associate Advisers will be aligned to Senior Financial Advisers with 15+ years’ experience working with clients in all phases of life and financial complexity.
Key responsibilities include:
- Support aligned advisers to achieve applicable revenue growth targets. Specific responsibilities include business development, attending client appointments and record keeping, facilitating high-quality investment, insurance, and strategic financial advice
- Release capacity so aligned advisers can drive business growth
- Facilitate the advice process by working with internal / external teams (product providers, Paraplanning team, Customer Service team)
- Maintain up-to-date client information in Xplan to ensure data integrity of advice documents, compliance, and reporting
- Create positive client experience via required client interactions.
- Support a client centric culture through sustained actions and commitment.
**About You**:
- 3 year minimum of paraplanning and/or advisory experience
- Completion of financial planning study ADFS or equivalent (RG146 Mandatory)
- Detailed understanding of the advice process and compliance framework
- High level expertise with Xplan software (including financial modelling) and Microsoft Office Suite
- Detailed understanding of investment, superannuation, Centrelink, protection, estate planning strategies
- Ability to develop networking and prospecting skills, to support growth targets
- Ability to engage confidently with clients as required
- Strong communication skills
- Ability to prioritise work flow to best achieve business and client outcomes
**What Makes Us, Us**
We want to be the most trusted wellbeing company in Australia, and this means our focus on wellbeing starts with our people. We support our employees Real Wellbeing so that they can better support our members’ and customers’ wellbeing journey.
At Australian Unity We’re for real wellbeing. For us, real wellbeing means so much more than physical health. It’s about your standard of living, your personal relationships and being connected to your community. It’s about what you want to achieve in life, while having the security to get out and do what makes you happy.
We’re **bold, warm and honest**. We make a real difference to people’s wellbeing.
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