On offer is a fantastic opportunity for you to join a highly successful team in a great company with a great culture.

Reporting to the Head of Advice, you will be responsible for delivering excellent financial planning solutions to clients as well as meeting agreed business targets.

Duties:

• Obtain comprehensive needs and objectives analysis from clients seeking financial advice

• Provide tailored financial advice to a wide range of clients by developing strategies and plans that exactly meet clients needs

• Capability to complete plans individually to meet client needs and deadlines

• Required to develop and maintain effective and productive relationships with other personnel to allow for effective management of individual workflow and ability to achieve team objectives

• Provide and communicate information and financial planning on all the organisations products to clients

• Monthly reporting of practice performance (e.g. KPIs, budget forecasts, expenditure, retention rates)

• Ensure compliance with internal policies and industry legislation

• Ensure the highest level of customer service is consistently delivered

Qualifications required:

• Diploma in Financial Services (Financial Planning) or equivalent

• RG 146 compliant

• Tertiary qualifications in a relevant field (preferred)

Experience required :

• Significant experience as a Financial Advisor

• Familiarity with operational aspects of a Financial Planning practice

• Solid understanding of the Financial Planning Industry

• Familiar with obligations imposed on Financial Services Licensees

Attributes required:

• Passion for Delivery: Identifies areas for improvement. Looks at current systems and processes and finds specific ways to improve performance.

• Influencing Others: Anticipates and prepares for others’ reactions based on an understanding of their perspectives and concerns. Plans how to tackle objections. Adapts a presentation or discussion to appeal to the interest and level of others.

• Bias for Action: Seeks to initiate action to ensure the team remains on target to achieve agreed performance expectations. Is proactive and will plan throughout the cycle to ensure the team anticipates and prepares for future opportunities or crises.

• Executive Maturity: Takes a positive and objective approach to particularly difficult situations. Remains calm and responds constructively and flexibly even in crises or difficult situations.

For more information you can call Aiveen Finch in our Perth office on (08) 9288 8417 quoting Job Ref 42332 or alternatively, apply online below