Work for a leading global financial group who combine their proprietary technology, processes and people to deliver a comprehensive financial data solution to their Superannuation clients. They partner with and support Funds across all Superannuation sectors, including government, industry, retail and corporate; delivering market leading services and solutions.
They are currently seeking a self-motivated and energetic Financial Adviser. The role offers a hybrid working arrangement requiring 2 days per week in their office based in Perth CBD, and 3 days per week working from home. The working week is a total of 37.5 hours with no expected overtime or weekend work.
In this role you will be responsible for delivering strategic, quality advice to their clients through the provision of intra-fund personal and general advice. This is not a sales focused role, but rather a customer centric role where all leads are sourced, vetted, and booked for you. You will be providing advice to everyday Australians whilst utilising fully-automated workflow systems. You will have the support of a Paraplanning team, Technical Officer, Administration team and a Compliance team.
Responsibilities include:
Assist Australians to understand their Superannuation, providing them with simple financial advice over-the-phone, by;
- Understanding their needs
- Breaking complex concepts down into something they can understand
- Gathering the client’s circumstances, goals and objectives in an online fact find
- Providing intra fund advice and retirement advice
- Maintaining ongoing relationships with existing referral sources
Requirements:
- Completed FASEA educational requirements
- Registered (currently or previously) on the ASIC Financial Adviser Register
- A passion for financial advice and helping people
- Flexible and able to manage multiple competing business priorities
- Strong attention to detail and analytical skills
- Excellent verbal communication skills
What’s on Offer:
- 50:50 Hybrid working arrangement (office and home) with a focus on work/life balance
- Reimbursement for ongoing study
- Structured Training Program led by a dedicated Advice Coach
- Access to support structures - Paraplanning team, Technical Officer, Administration team and Compliance team
- Salary Sacrificing via Superannuation – supporting you along your journey to retirement
- Purchased Leave Scheme – purchase additional leave for that next family holiday
- Parental Leave Scheme – plan your future
- Wellness Program – rewards and resources tailored to support you and your family
- Corporate Social Responsibility Program, including volunteer leave
- Employee discounts – access discounted rates and offers from a variety of providers
If you are interested in hearing more about this fantastic opportunity please APPLY today!
Pay: $100,000.00 – $130,000.00 per year
Work Location: Hybrid remote in Perth WA
