As a Financial Planner, you will play a key role in helping individuals achieve their financial goals and secure their financial futures.
Job Description:
Deliver exceptional financial solutions to clients by proactively sourcing, engaging, and managing client referrals and key referral relationships. Leverage Insignia Financial digital platforms and Advice processes to drive productivity, compliance, and client engagement.
Provide expert advice on financial planning, investment, and risk management strategies to help clients achieve their long-term financial objectives. Collaborate with the supporting team to ensure seamless delivery of services and excellent client experience.
Required Skills and Qualifications:
* RG146 Compliant
* Passed the Adviser exam (mandatory for Authorisation)
* Completed an approved course in Australian Tax Law
* Completed an approved course in Commercial Tax
Benefits:
We offer a dynamic work environment where you can grow professionally and personally. You'll have opportunities to develop your skills, collaborate with experienced professionals, and contribute to the success of our organization.
Our company values integrity, adaptability, and innovation. We're passionate about making a positive impact on people's lives by providing expert financial guidance and support.
If you're a motivated and results-driven professional who is passionate about delivering exceptional client experiences, we'd love to hear from you!
We're committed to creating a workplace culture that celebrates individual differences and promotes diversity, equity, and inclusion.