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Financial planner

Brisbane
Bridges Financial Services
Planner
Posted: 15h ago
Offer description

Join to apply for the Financial Planner role at Bridges Financial Services1 week ago Be among the first 25 applicantsJoin to apply for the Financial Planner role at Bridges Financial ServicesDelivering exceptional financial solutions to more peopleBe part of a leading wealth management and advice-driven organisationPermanent opportunity based in our Bridges Queensland officeDelivering exceptional financial solutions to more peopleBe part of a leading wealth management and advice-driven organisationPermanent opportunity based in our Bridges Queensland officeThe opportunity to join our teamAs a Financial Planner at Bridges Financial, you’ll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients to Bridges. You’ll do this by proactively sourcing, engaging and managing client referrals and key referral relationships, and leveraging the evolving Insignia Financial digital platforms and Advice processes to drive productivity, compliance and client engagement.Client experience and care is the forefront of this role, being a seasoned professional, you’ll contribute to client experience, improvement initiatives and coach clients to adopt evolving technologies and processes. As a team player, you’ll work collaboratively with supporting team members and seek out opportunities to coach and mentor colleagues and continuously build capability of the broader team members, to ensure high levels of cross skilling and deep technical knowledge.What You Will BringTo ensure you can hit the ground running, you are RG146 Compliant and have passed the Adviser exam (mandatory for Authorisation). Additionally, have been through an approved course in Australian Tax Law and a course in Commercial Tax. If you also have an approved degree, it will help your application stand out from the rest.You’re an expert in Financial Advice, someone who loves to drive growth and build relationships while you always deliver an excellent client experience. You enjoy working collaboratively, inspiring and developing others as you share your knowledge and expertise in the field. Oozing integrity, adaptability and innovation, you’ve got what it takes and are passionate about taking your career to the next step with the Bridges Team.Make your move. Make your mark.What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better livesIf this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.Showing Up For Every AustralianWe’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.To ApplyRead more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.Please note that applications from agencies will not be considered at this time.We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.Seniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at Bridges Financial Services by 2xGet notified about new Financial Planner jobs in Brisbane City, Queensland, Australia.Brisbane, Queensland, Australia 2 weeks agoPrincipal Finance Advisor - Financial Advisory ServicesSouth Brisbane, Queensland, Australia 1 week agoPrincipal Finance Advisor - Financial Advisory ServicesSouth Brisbane, Queensland, Australia 1 week agoBrisbane, Queensland, Australia 1 week agoBrisbane, Queensland, Australia $130,000.00-$200,000.00 1 week agoMurarrie, Queensland, Australia 1 week agoBrisbane, Queensland, Australia 4 days agoSenior Analyst | External Audit - Financial Services | BrisbaneBrisbane, Queensland, Australia 2 minutes agoSenior Consultant - Financial Services TaxBrisbane, Queensland, Australia 3 weeks agoBrisbane, Queensland, Australia 2 weeks agoSenior Consultant - Financial Services TaxBrisbane, Queensland, Australia 1 week agoNarangba, Queensland, Australia 5 days agoBrisbane, Queensland, Australia 23 hours agoGreater Brisbane Area A$100,000.00-A$120,000.00 3 days agoBrisbane, Queensland, Australia 1 month agoBrisbane, Queensland, Australia 1 day agoSenior Financial Planning & Analysis AnalystBrisbane City, Queensland, Australia A$170,000.00-A$210,000.00 2 weeks agoMarsden, Queensland, Australia 3 days agoNathan, Queensland, Australia A$142,222.18-A$142,222.18 1 week agoBrisbane, Queensland, Australia 2 weeks agoBrisbane, Queensland, Australia 1 week agoSenior Analyst Insurance & Financial RiskBrisbane, Queensland, Australia 2 weeks agoSenior Analyst, Line 1 Risk - Wholesale Banking and Financial MarketsBrisbane, Queensland, Australia 21 hours agoStatements Analyst - Financial Services (Regulatory Delivery)Brisbane, Queensland, Australia 1 week agoSenior Analyst | External Audit - Financial Services | BrisbaneBrisbane, Queensland, Australia 2 weeks agoWe’re unlocking community knowledge in a new way. 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