Join a Dynamic Career in Financial Services
We are seeking an experienced and highly skilled Financial Planner to join our team. As a key member of our organization, you will be responsible for delivering high-quality advice to our members and external clients.
Key Responsibilities:
* Provide relevant, compliant, and high-quality advice to clients
* Produce Statements of Advice (SOAs) and Recommendations of Advice (ROAs) according to compliance standards
* Implement recommendations as per client instructions and agreement
Requirements:
* At least 5 years' experience as a Financial Planner with strong knowledge of the advice process within major financial services/wealth management
* Bachelor degree or relevant tertiary education that meets FASEA requirements
* Diploma in Financial Planning
* Strong understanding of the legal and compliance framework within the financial services industry
* Up-to-date prescribed CPD points
What We Offer:
* Generous leave offerings
* Flexible working arrangements
* Professional and personal development opportunities
* Health and wellbeing initiatives
Our Values:
* CARE: Commitment, Advocacy, Respect, and Empathy
* DELIVER: Honourable, Reliable, Empathetic, Leader, and Visionary
* LEAD: Brave, Embracing Diversity, Leadership, and Excellence