Financial Planner

• Melbourne Location
• Join a leading wealth management and advice-led organisation
• Be part of a team that values its people and its culture

About the opportunity

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.

What we are looking for in a successful candidate

To ensure you can hit the ground running, you are RG146 Compliant and have passed the Adviser exam (mandatory for Authorisation). Additionally, have been through an approved course in Australian Tax Law and a course in Commercial Tax. If you also have an approved degree, it will help your application stand out from the rest.

You’re an expert in Financial Advice, someone who loves to drive growth and build relationships while you always deliver an excellent client experience. You enjoy working collaboratively, inspiring and developing others as you share your knowledge and expertise in the field. Oozing integrity, adaptability and innovation, you’ve got what it takes and are passionate about taking your career to the next step with the Bridges Team.

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

Please submit your resume with a covering letter by clicking on “Apply Now.”

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.