Finance - Financial Planner - Southport

1 week ago

Southport, Australia People Group Full time

Financial Planner Southport
- Full support with constant leads & work from home options
- $125,000 + Super + Bonus - OTE $200,000k plus super

**About the role**:
This is an exciting opportunity for an experienced Financial Advisor to embrace ever further growth, working alongside our expert Advisors who share over 40 years of combined experience.

You will develop holistic strategies for our clients with the scope of advice being predominantly around superannuation and insurance.

We embrace digital technology, so you spend more time making money and less time on travel and administration.

Key Responsibilities:

- Provide strategic and holistic financial advice to new clients
- Maintain and deliver an excellent client experience to maximise retention and client referral
- Work collaboratively with internal teams to ensure recommendations are executed in a timely and accurate manner
- Maintain technical and comprehensive knowledge of current compliance requirements
- Liaise with paraplanners and admin support and provide direction when needed
- Continue to grow a portfolio of clients with a consistent pipeline of qualified leads

**About you**
You will be a financially motivated individual who thrives on exceeding goals and making some serious money.

You will effortlessly build rapport with our clients and your support team, whilst you enjoy working with a wider collaborative team and driven company directors.

You will hold the following;
- Listed on ASIC's Financial Adviser Register & RG146
- Passed FASEA exam and tertiary education in related discipline
- Minimum 3+ years experience as a financial adviser/planner
- Experience providing advice on superannuation and insurance
- Strong understanding of financial planning compliance and regulations
- Proven phone manner, professionalism, and sales experience
- Financially motivated and prepared to take calls during the evenings

**This is a high-energy role, with the opportunity to grow a substantial ongoing revenue stream.**

**How you will benefit**
Having already established ourselves in the finance and property investment sector with our subsidiary brands, you will be joining a company that has the backing support of a collaborative team and driven company directors.

We enable a stable, flexible, and rewarding career for new and existing staff alike.

We support a fully operational work/life balance for our employees.

This position is a remote, work-from-home opportunity, or if you are situated on the Gold Coast we are located in Southport CBD where you can come into the office and see your peers a couple of days per week.

**You will receive**:

- Full Admin Support
- Full Paraplanning Support
- Leads provided with a warm handover and fact find/super research completed
- Long-term incentive to take a percentage of your book as an ongoing service business of your own
- KPI 5 SOAs per week

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