As a Financial Strategy Specialist, you will collaborate closely with senior financial experts to develop and implement comprehensive financial plans that support the well-being of our clients and employees. Key Responsibilities: * Support experienced professionals in achieving revenue growth targets by identifying new business opportunities, attending client meetings, and maintaining accurate records. * Enhance the capacity of our team by providing high-quality investment, insurance, and strategic financial advice, freeing up time for our professionals to focus on business growth. * Ensure data integrity by maintaining up-to-date client information in Xplan, enabling the production of compliant and accurate advice documents. * Promote positive client experiences through regular interactions and foster a culture centered around exceptional customer service. About You: * Minimum 3 years of experience in paraplanning and/or advisory roles. * Completion of financial planning studies or equivalent (mandatory RG146). * In-depth understanding of the advice process and compliance framework. * Advanced expertise in Xplan software, including financial modeling, and Microsoft Office Suite. * Comprehensive knowledge of investment, superannuation, Centrelink, protection, and estate planning strategies. * Ability to develop strong networking and prospecting skills to drive business growth. * Confident communication skills to engage effectively with clients. * Strategic thinking to prioritize work flow and achieve business and client objectives. Our Organization: * We are dedicated to supporting the well-being of our members and employees through our commitment to real wellbeing. * We believe in a holistic approach to well-being, encompassing physical health, standard of living, personal relationships, and community connections. * We strive to be bold, warm, and honest, making a meaningful difference in people's lives. Benefits: * Competitive salary and bonus program. * Additional yearly Wellbeing and Community leave days. * 14-week paid parental leave, with equal benefits for both parents PLUS our Bump to Baby program. * Employee Referral Program. * Employee Assistance Program - support and assistance for employees and their families. * Maxxia Rewards - discounts and benefits at selected retail outlets, attractions, travel, cinemas, restaurants, and more. * Access to LinkedIn Learning courses through our Learning platform.