Financial Adviser
6 hours ago
**Why Link Group**
Link Group is a global business connecting millions of people with their assets - safely, securely, and responsibly. We have over 6000 employees across 4 continents and continue to grow every day.
Retirement and Superannuation Solutions is the largest business under Link Group and we are the leading administrator for super funds in Australia. Many of our clients are household names. We are well positioned within a growing superannuation industry, combining our rich legacy with a fast-paced environment that enables rapid career growth.
We are a diverse team with employees from various cultural and linguistic backgrounds, and we make sure to celebrate the successes of our clients and our people.
**The Role**
Link Advice, a specialist provider of financial advice service is looking for a passionate Financial Advisers to join our leading telephone based intra-fund Advice Team.
As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model.
In partnership with some of Australia’s largest Superannuation Funds, and with a focus on providing quality intra-fund advice, you will have the opportunity to help educate and advise Australians on how to make the most of their superannuation savings.
This is an ideal position for:
- An Adviser looking to share their experience with a diverse and enthusiastic team where member centric advice delivery is key to their daily routine enabling a better workplace and life balance.
- Opportunity to mentor Junior Advisers
- Someone on a career path looking for the opportunity to build up their experience
- Competitive remuneration including reimbursement for ongoing study and access to corporate gym membership
- All Advice appointments are vetted and booked by our Contact Centres
**Key Accountabilities and Main Responsibilities**
To help more Australians to understand their superannuation providing them with simple financial advice by;
- Understanding their needs
- Breaking complex concepts down into something they can understand
- Gathering the client’s circumstances, goals and objectives in an online fact find
- Providing intra fund advice and retirement advice
- Maintaining ongoing relationships with existing referral sources
**Experience & Personal Attributes**
- A passion for financial advice and helping people
- Minimum 1 - 3 years’ experience in an advice role
- Meets the minimum education requirements under FASEA
- Strong technical knowledge across key disciplines of financial advice
- Work in a structured work environment and adaptive to change
- Near completion or enrolled to meet FASEA educational requirements, includes holding a Relevant degree in Financial Planning/Accounting/Economics
- Passed the FASEA Standards Authority Ethics Examination,
- RG146 compliance with evidence of completed CPD,
- Registered on the ASIC Financial Adviser Register
- Link Advice is a Professional Partner of the FPA.
**Some of our Employment Benefits
- Appreciate: This program is to recognise people who are demonstrating our values and Company purpose. Salary Sacrificing via Superannuation
- Employee Assistance Program
- Purchased Leave Scheme
- Parental Leave Scheme
- Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
- Talent Referral Scheme
- Recognition Program
- Wellness Program, including one day of Wellbeing Leave over and above annual leave entitlements
- Corporate Social Responsibility Program, including volunteer leave
- FlexiWorks - enabling our employees to work in the office and at home and Employee discounts - Access discounted rates and offers from a variety of providers
**We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
**How to apply
Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our e
-
Financial Adviser
6 days ago
Perth, Western Australia MR Wealth Financial Advisers Full timeCompany DescriptionMR Wealth Financial Advisers has been a trusted partner in helping clients achieve their financial dreams for over 10 years. Our team of experienced planners and brokers excel in financial planning and lending, ensuring each client's unique needs are met with tailored strategies. We take pride in our commitment to affordability, exceeding...
-
Associate Adviser
1 week ago
Perth, Australia Insignia Financial Ltd Full timeAssociate Adviser **Location**:PERTH, WA, AU, 6000 **Employment Type**:Permanent Full Time - Work with experienced Private Wealth Advisers and be part of a high performing and collaborative team, delivering financial freedom and peace of mind to clients - Commitment to providing exceptional client services - Enjoy a supportive work environment with hybrid...
-
Financial Adviser
2 days ago
Perth, Australia Link Group Full time**Overview** Link Advice, a specialist provider of financial advice service is looking for a passionate Financial Adviser to join our leading telephone based scaled Advice Team. As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model. In partnership with...
-
Financial Adviser
2 weeks ago
Perth, Australia Link Group Full time**Overview** Link Advice, a specialist provider of financial advice service is looking for 2 passionate Financial Advisers to join our leading telephone based intra-fund Advice Team. As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model. In partnership...
-
Financial Adviser
1 week ago
Perth, Australia Link Group Full time**Overview** Link Advice, a specialist provider of financial advice service is looking for 2 passionate Financial Advisers to join our leading telephone based intra-fund Advice Team. As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model. In partnership...
-
Financial Adviser Support
6 days ago
Perth, Western Australia Just Financial Full timeJust Financial is a boutique financial planning firm specialising in wealth creation, superannuation, risk protection, retirement planning and taxation planning.An outstanding opportunity is available for a client services professional to work in a dynamic office based in West Perth. The role is high pace and the candidate must be able to deal with setting...
-
Senior Financial Adviser
6 days ago
Perth, Western Australia Fortuna People Solutions Full timeFortuna Advisory Group is a multi-disciplined advisory business providing accounting, legal, wealth, finance, IT managed services, insurance and outsourcing to over 15,000 clients nationally.The business was started in 2012 in Perth and has now grown to have 15 offices, principally in WA and 1 office in Sydney, but has an aggressive growth strategy to be...
-
Financial Adviser
2 days ago
Perth, Western Australia Berritta Consulting Full time $120,000 - $140,000 per yearAdviser with 2+ years experience or currently a Number 2 Adviser looking after a small book of clientsFantastic growing company with premium client base and referral networksBig on technology, once the client is plugged in to their systems life gets easierUsing AI to scale the companyFull Advice model and estate planningOur client is a fantastic Financial...
-
Associate Financial Adviser
1 week ago
Perth, Australia Link Group Full timeWe’re looking for a number of passionate Financial Advisers to join our leading telephone-based Scaled Advice Team at Retire360, part of MUFG Retirement Solutions, with positions based in NSW, VIC and WA. Ideally you are driven by helping Australians make the most of their superannuation and thrive in a member first advice environment, this is your chance...
-
Financial Adviser Planner
2 days ago
Perth, Australia PRIME Global Talent Full timeWork-from-home flexibility - Focus on work/life balance - Reimbursement for any relevant future study Our client is a global organisation that partners with financial market participants (equities, pension, superannuation, investments, property, etc.) to deliver services and solutions that enhance the user experience and make scaled administration...