Former Financial Planners

1 day ago

Perth, Western Australia Private Advertiser Full time $40,000 - $80,000 per year

Are you the sort of person who gets up each day hoping for an opportunity to make another person's life better? Are you mission driven? It's our mission to help individuals and families improve their financial lives.

The successful candidate is a former Financial Planner or Financial Educator and will have excellent communication and people skills, combined with solid financial knowledge, experience and background. The right person for this role has a positive disposition, an ownership mindset, displays initiative, can work autonomously and is eager to learn the job responsibilities in order to help our team support clients on their journey towards financial independence. Training will be provided. 

In this position, you will be responsible for conducting one to one financial education sessions by phone or video meeting. Sessions include but are not limited to providing educational and factual information around helping clients to establish a budget, set goals, educate and empower clients with knowledge around superannuation, investment strategies, debt management, protecting wealth and assets, etc. 

This is not a financial planning role and there is no requirement to be on the Financial Adviser Register.

Essential Duties and Responsibilities:

  • Provide one to one financial education sessions to assess client's needs and provide help the client resolve past and present financial concerns
  • Create personalised action plans that support clients' financial goals and provide encouragement to accomplish their plans
  • Collect required data using our client management database
  • Have the necessary skill set to empathise with clients about their financial situations, while also providing motivation and moving client toward a positive action

Required experience/knowledge:

  • Experience in financial planning (ie former financial planner)
  • Interest/experience in personal coaching processes
  • Ability to use our client management database

Ideal Qualifications

  • Diploma of Financial Planning/Advice (or higher) or
  • Other suitable/acceptable financial qualification/s

This position would suit a person looking for flexible work arrangements and would be ideal for a retired/re-tiring financial professional - who is happy to work from home under their own ABN. 

All appointments are conducted with clients via phone and some video meetings. 

Suitable for those who expect to work 15 – 20 hours per week. 

Required

  • Formal financial qualification & experience (10+ years)
  • National Police Certificate (NPC)*
  • Bankruptcy & Credit Check*
  • Working with Children Check*

* The various checks are for the successful candidate only

To Apply

Please apply through the seek portal enclosing Current Resume and Letter of Application outlining your relevant skills for this position.

Due to the volume of applications received - only shortlisted candidates will be contacted.

Only applicants in Australia and who have existing, full working rights for Australia to apply.

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