Overview
Financial Planner (Ballarat) - Ballarat
With continued growth in our Financial Planning division we are seeking a qualified, motivated Financial Planner to join our team.
Our business offers an excellent chance for an ambitious self-starter to continue to develop their career and help grow the business.
To apply for this role, please send a covering letter and your resume to Andrew Roberts.
Responsibilities
- Help grow and develop the Financial Planning division.
- Provide comprehensive Financial Planning advice to clients, including strategies such as Investments, Superannuation (including SMSF), Transitions to Retirement, Centrelink Planning, Cash Flows, SMSFs, Aged Care, and Risk.
- Build and strengthen staff relationships to obtain internal client referrals from other divisions.
- Source external referrals from personal networks.
- Meet monthly budgets and key performance indicators.
Candidate profile
- Client focused with a willingness to help and support existing and new clients in achieving goals and objectives.
- Committed to ethical and compliant dealings with clients.
- Understand the current legislative and technical framework related to investments, taxation, superannuation, and risk insurance.
- Enjoy working autonomously as well as within a team.
Required Skills
- A minimum of 5 years experience as a Financial Planner.
- Must meet the FASEA education requirements.
- Highest level of ethics and positive compliance checks.
- Excellent written and verbal communication skills.
- High attention to detail.
- Strong influencing and negotiation skills.
- Ability to drive and develop internal and external relationships.
Benefits
- 5th week of annual leave for all team members
- Strong quality referrals from internal divisions with warm leads
- Flexible working arrangements
- Mentoring, training and support through our senior team
- Competitive remuneration based on experience
- Supportive team environment focused on client results
- Support for further study
- Free counselling and support service
- Free team rewards program
- Delivery of dynamic and forward-thinking client service
- Opportunities to move within our nationwide office network
How to apply
To apply, please submit your application with a cover letter and résumé to or for a confidential discussion, please contact Andrew Roberts on.
Previous applicants need not apply.
Why Mulcahy & Co?
Mulcahy & Co are a busy, well established business hub who provide an extended range of specialized services from personalized taxation and business advice to legal, financial planning, loans & finance, agri-business and marketing services.
We understand the importance of offering reliable, superior service to all our clients.
We offer a diverse, inclusive and flexible working environment where you are nurtured and mentored alongside our senior team members to help you achieve your best while maintaining mutual respect and support for all.
Our team is over 230 strong, so the opportunity to learn from the many team members in our six divisions is beneficial to your career.
Required Skill Profession
Banking & Financial Services
📌 Financial Planner (Ballarat)
🏢 FAAA Board, Financial Advice Association of Australia
📍 Ballarat