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Financial Adviser

Job Title: Financial Adviser
Contract Type: Permanent
Location: Canberra CBD, Australian Capital Territory
Industry:
Salary: Negotiable
Start Date: ASAP
Reference: 201898_1591163901
Contact Name: Fiona Lu
Contact Email: Fiona.Lu@peoplebank.com.au
Job Published: June 03, 2020 16:28

Job Description

An excellent opportunity has arisen for a Financial Planner to join Australia's leading consultant firm. You will be taking care of the Canberra area

This role is a rare opportunity to work alongside the top performing Financial planners. The company's model is set up to have many development opportunities as they are committed to retaining talent.

The Role:

  • Build and maintain relationships with customers within the Canberra Region
  • Act in customer's best interest and fully understand customers' needs
  • Provide advice across superannuation, investments, retirement planning and insurance
  • Work closely with branch team members for referrals
  • Provide quality advice for clients on complex decisions they need to make regarding their wealth.
  • Comply with legislative and regulatory frameworks
  • Coach and collaborate with internal referral partners to drive a strong pipeline of referrals
  • Work closely with staff for performance management, development and succession planning

You Will Need:

  • 3+ years financial planning experience
  • Meet FASEA education requirements
  • Hold a Practicing Certificate under AFSL
  • RG146 Compliant for providing retail financial products
  • Highest level of ethics and knowledgeable on current industry legislation
  • Strong client centric approach

The Benefits:

  • Competitive Salary and exclusive benefits
  • Great career development opportunities
  • Flexible work
  • Great exposure to key stakeholders

For more information or a confidential discussion, please contact Fiona Lu on (02) 8267 2492 quoting and please click the apply button below.

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