About the role
We are seeking a Financial Planner, Graduate or Paraplanner to join our team in Tamworth, NSW. This is a role that will see you playing a key part in providing financial planning advice to our valued clients.
What you will be doing
* Assisting our financial planning team in preparing comprehensive financial plans for clients
* Developing and implementing comprehensive financial plans
* Liaising with clients to understand their financial goals
* Maintaining detailed records and ensuring compliance with all relevant regulations
* Supporting the ongoing management of client portfolios and relationships
* Building and maintaining strong, long-term relationships with clients to understand their evolving financial needs
* Collaborating with other financial professionals, such as accountants and lawyers, to deliver holistic financial solutions
* Staying current with changes in financial regulations, products, and industry best practices
Providing advice and explanation around a wide range of financial planning strategies
Conducting client meetings and presentations to discuss financial plans and progress
Additionally, if planner
What we are looking for
* A genuine desire to help people and deliver an elevated level of service
* Excellent communication and interpersonal skills, with the ability to build positive relationships and trust with clients is integral
* Professionalism and a superior level of conscientiousness
* Positive energy and a collaborative approach to the workplace, team player
* Demonstrated passion for providing exceptional customer service
* Strong analytical and problem-solving skills with attention to detail
* Technical knowledge of financial planning principles, investment strategies, and risk management
* Knowledge of the financial planning industry and relevant regulations
* Familiarity with financial planning software and modelling tools
Relevant tertiary qualification
Planners will need an ability to translate complex financial concepts into easy-to-understand advice
Demonstrated problem-solving and analytical skills, with the ability to think strategically
Commitment to ongoing professional development and a passion for the financial services industry
In addition, if planner
What we offer
We welcome applicants with all experience levels and role aspirations
Competitive remuneration commensurate with the role, experience and tenure
Tailored working arrangements will be considered for a suitable candidate including part-time hours, flexible and compressed hours.
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