Financial Planner

Opportunity for experienced Financial Planner | Are you looking to take the next step in your career | Shape financial futures | Growth opportunities

About the company:
Situated near the heart of Brisbane's CBD, this firm stands as an industry super fund renowned for its unwavering support of workers within the construction sector. Committed to providing personalised solutions to its members and aiding them in realising their specific goals, they are currently seeking a Financial Planner to become a part of their dedicated team.
About the role:
The primary duty associated with this role is to provide telephone-based personal and general financial advice. Reporting to the Senior Manager, your responsibilities will also include delivering high-quality, member-centric retirement advice to all cohort members, primarily through phone interactions but occasionally in face-to-face settings.
Furthermore, the role entails identifying opportunities to improve and increase the member advice experience within the Fund to foster membership growth and retention.
Duties:

• Provide outstanding personal and general advice to ensure members receive exceptional service
• Identify opportunities to contribute to member growth and retention objectives
• Stay informed and possess a comprehensive understanding of the superannuation industry, encompassing legislative, product, and provider dimensions
• Keep updated with all compliance & technical knowledge around legislative and regulatory requirements to provide quality advice in the client’s best interest
• Provide a strong sense of professionalism and a member-centric approach

Skills and Experience:

• Minimum of 3 years’ experience as a Financial Planner
• Relevant Financial Planning qualifications & successful completion of the Financial Adviser exam
• Experience with Xplan is considered desirable but not essential
• Familiarity with Industry Fund Services is desirable but not essential
• Be highly motivated and able to work in a fast-paced and dynamic environment while working to and exceeding outcome targets
• Have a highly organised work discipline and prioritisation skills
• Have excellent verbal and written communication skills
• Have the ability to build and maintain effective relationships both internally and externally

The Perks:

• Competitive remuneration
• Additional loading
• Outstanding mentorship for both personal and professional advancement
• Additional recreational leave
• Free onsite parking

Please apply online by clicking on "apply now" or contact Jade Lawton at 0434 228 334 to discuss or email a word copy of your resume to jade@iasrecruitment.com.au.