Are you someone who wants to work for a Financial Planning business that is placed top 30 Best Places to Work 2024 in Australia and Best Place to Work for Women 2024Invest Blue has an exciting opportunity to join us in Canberra. We are seeking an experienced Financial Adviser to work in the Canberra office full-time joining the energetic we offerWhen you join the Invest Blue family you gain access to a multitude of benefits including : Upon completion of probation your birthday as a day off to off to volunteer for community initiatives or chosen in our annual Celebrate the Wins offsite conference and event fully sponsored by Invest Blue. Continuous learning and development opportunities This is a diverse engaged and rewarding role and allows you to provide an excellent client experience daily. Youll be part of an engaged and motivated network of people that values your contributions and encourages personal UsInvest Blue is Australias trusted home of great advice. We are a large holistic financial planning business that currently has offices located throughout QLD NSW VIC ACT & TAS. With a growing team of over 450 our financial advisers and support people are dedicated to empowering our clients to live their best possible lives. Our strength comes from delivering tailored high-quality advice based on a consistent process. Importantly Invest Blues financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams. At Invest Blue were not just dedicated to helping our clients live their best possible lives were equally committed to fostering an setting where our team members thrive. As Richard Branson aptly put it Clients do not come first. People come first. If you take care of your people they will take care of the clients. You will find a very open and transparent culture that you have every opportunity to share ideas and insights and that others in the business are available to work collaboratively with you. The growth of our business means there is never a dull day and that there is a long horizon for career you : Motivated team player with great people knowledge and knowledge of regulatory and legislative obligations related to financial planning.1 years experience providing financial advice to communication skills both written and verbal with a high attention to ability to keep track of multiple tasks prioritise and deliver on set to learn and are willing at times to fresh and innovative ideas to the a team a positive can-do role responsibilities : Provide exceptional advice to the clients of Invest Blue through the provision of initial and ongoing efficient compliant and accurate administration to deliver quality financial interaction with clients and team members to ensure all necessary information is up to date and current in client management database and in client account in progress reporting and task phone calls and client contact to ensure ongoing support services are Skills and ExperienceExperience providing exceptional client service within a client facing an ability to build and
Required Experience :
Junior IC
Key Skills
- Financial Services
- Financial Models
- Account Management
- General Ledger Accounts
- ERP
- Payroll
- External Auditors
- Customer Relationships
- Credit Card
- Financial Statements
- Business Units
- Annual Budget
- Income
- New Clients
- Financial Management
Employment Details
- Employment Type: Full-Time
- Experience: years
- Vacancy: 1
- Monthly Salary: -
#J-18808-Ljbffr