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Form of workAbout the business
Freedom Finance Australia is an established and well-regarded award-winning financial services company with offices in Brisbane, Gold Coast, Melbourne, NSW and regions of Victoria. Our services include investment, superannuation, insurance, taxation, lending and accounting. We pride ourselves on delivering exceptional client experiences and achieving financial freedom.
About the role
A self-motivated and proactive individual who will provide financial advice to new clients and a take over a portfolio of existing clients to manage. You will be providing high quality financial advice to a wide range of clients as a result, contributing to the growth of an active, ongoing client list. To be able to work towards agreed KPIs and follow a compliant process to the standards set out by Freedom Finance while interacting with clients, colleagues, collecting information and preparing advice.
Benefits and perks
Freedom Finance is all about our people and our clients. We provide strong support to get the job done. We provide growth and development and we back our people to bigger and better things.
At Freedom Finance we don't apologise for running a high-performance environment. Like any peak performance team, we recognise the importance of providing an elite environment and support our people through:
Industry leading technology – laptops, high speed internet, cloud-based systems, remote access to all systems.
Invest in Learning and Development – we run regular internal training and development sessions to ensure we continue to build on the skills and capabilities of our team. We create a learning environment where we share best practice, skills and knowledge.
We will offer an attractive salary package including base income, superannuation and the ability to earn uncapped variable remuneration based upon the achievement of a balance score card. We aim to deliver multiple sources of client opportunity to develop and grow a profitable business.
Qualifications and Experience required:
- ASIC Approved Qualification in Financial Planning
- FASEA Qualified
- Minimum 2 years’ experience as a Financial Adviser
- Excellent verbal and written communication skills with strong commercial acumen.
- Client focused and motivated to provide exceptional service to our clients.
To be successful in the role you will have the following:
- The ability to manage and grow a client book of business, providing high quality financial advice and services.
- Drive and initiative to deliver on set goals and key performance areas.
- Be a detail focused Advisor who can collaborate and communicate with clients to understand their financial objectives.
- A strong understanding of superannuation and insurance products.
- Maintain an impeccable compliance record and engage with all our compliance processes and procedures.
- Demonstrated ability to deal with complexity and appropriate problem-solving skills.
- Ability to manage ongoing change and engage all stakeholders.
This role suits someone who can hit the ground running working in a fast-paced environment. You pride yourself in providing quality service and support to various departments within the business.
The ideal candidate will be proficient in written and verbal communication and have a keen eye for detail. The candidate will need to prove their ability to work within a team environment effectively and efficiently as well as have the ability to work autonomously.
