Financial Planner

Date: 5 Feb 2024
Location: Sydney, NSW, AU, 2000
Employment Type: Permanent Full Time
Join a leading wealth management and advice-led organisation
Hybrid working arrangements-combination of WFH & in the office
Permanent role-Wollongong location
The Role
As a Financial Planner at Bridges, you’ll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients to Bridges.
You’ll do this by proactively sourcing, engaging and managing client referrals and key referral relationships, and leveraging the evolving Insignia Financial digital platforms and Advice processes to drive productivity, compliance and client engagement.
Client experience and care is the forefront of this role, being a seasoned professional, you’ll contribute to client experience, improvement initiatives and coach clients to adopt evolving technologies and processes.
As a team player, you’ll work collaboratively with supporting team members and seek out opportunities to coach and mentor colleagues and continuously build capability of the broader team members, to ensure high levels of cross skilling and deep technical knowledge.
This role will suit someone located in Wollongong or happy to travel to Wollongong and surrounding suburbs.
To be successful in this role you will possess:
Solid financial planning background
Proven track record managing a large client base and also driving new business
Passionate about the advice industry and helping our clients
Approved course in Australian Tax Law and Commercial Tax are mandatory
RG146 compliant
Tertiary qualification is highly regarded
Benefits
Development opportunities at an ASX top 200 company
A professional, supportive and friendly culture
A range of corporate and lifestyle benefits
The Business
Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).
To Apply
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
At Insignia Financial, we have a culture of belonging. We are an ‘every person’ organisation that welcomes and appreciates everyone for who they are. If you need assistance or an adjustment during the application process because of your personal circumstances, please reach out and let us know. We recognise and celebrate the value of individual difference.