Full Time Permanent Position – Flexible Work ArrangementsFun, Friendly & Supportive Team EnvironmentWe have a rare and exciting opportunity for a Financial Advisor / Planner to join the Team at our Sale office.Who We ArePhillipsons is a successful accounting and financial planning business, based in Gippsland, Victoria.
We deliver accounting, tax and financial services to the people of Gippsland and beyond.We have proudly worked with thousands of business owners, big and small, mature and emerging and everything in between, over the last 50 years.
We provide the tools and support to help them prosper.
It's an exciting time to join our organisation as we are celebrating our 50th anniversary this year.The RoleWe are looking for a motivated, professional Financial Advisor / Planner who wants to assist clients achieve positive outcomes.To be successful in the Financial Advisor / Planner role, you will provide tailored impactful advice.
You will be responsible for engaging and building long term relationships.
You will provide an exceptional client experience, supporting clients throughout the advice journey, guiding them to achieve their financial goals by continuously evolving their plan.You will also have strong interpersonal skills, be highly organised and process oriented with a proactive focus on solutions.What We OfferPhillipsons offers you a progressive career in our organisation at a time of continued success and business growth.We offer an existing book of up to 40 clients from day one.
We offer a competitive remuneration package with salary benchmarking.
There is also potential for negotiated additional package and/or performance options for the right candidate.This role is a full-time position; however, we are a flexible organisation so are open to part-time hours and/or school hours to enable work-life balance for the right candidate.This is an opportunity to work as a part of our growing and dynamic team.
There is also the opportunity to progress your career within the business, including partnership if that is your desire.Phillipsons care about the needs of our clients and our people.
In line with this, we offer a fun, friendly and supportive team environment.What We Are Looking ForOur team of professionals provide a range of services catering to our client needs.
Successful applicants will demonstrate a desire and commitment to work toward that goal.We are looking for someone who:Is self-motivated, positive and client focussed.Has a genuine desire to help people achieve their financial goals.Operates with a commitment to professional and personal ethics and values.Is a team player with confidence to take charge, whilst also being comfortable working autonomously.Demonstrates a high level of emotional intelligence, is self-aware and has strong interpersonal skills.Has a robust understanding of financial planning compliance and the legislative & regulation environment.Has excellent time management skills with the ability to meet deadlines and manage workflow.Has exceptional oral, written and personal communication skills, with the ability to provide clear instructions to support staff.Has a solid understanding of the operation of financial markets, economics and financial products.Would like to work in a friendly, supportive and flexible business environment.Is looking for a challenging role whilst having some fun along the way.Qualifications:Approved Financial Planning Bachelor's Degree (financial planning, commerce or equivalent).Completion of the Adviser exam.Listed on the Financial Advisers register including compliance with CPD requirements and no disciplinary actions.Experience:Minimum three (3) years' experience as a financial advisor/planner.Competent at writing own advice documents and in-depth knowledge of financial planning software and regulatory requirements.Experience with HNW and SMSF and having worked in a self-licensed firm (preferred but not essential).Experience developing and maintaining long term, fulfilling client relationships (preferred but not essential).If you have these qualities, skills and experience we would warmly welcome you to apply.How to ApplyPlease email your cover letter and resume to:Please Note: You must have the right to live and work in Australia to apply for this position.Liability limited by a scheme approved under Professional Standards Legislation.PHILLIPSONSFinancial Planning Pty LtdABN 87 103 720 181Phone: 03 5144 5207Fax: 03 5143 3419Email: ****** for stopping by!
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