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Form of work
SalaryBuilding from our roots, we incubate and scale our offerings following three criteria: Virtuous, Profitable, Regenerative. If we are successful, others will follow. We call this the Eternus Effect.
Eternus is now seeking a deeply experienced Financial Planner to stand up and lead our Financial Planning capabilities.
About the opportunityThe Senior Financial Planner role will play a key role in enhancing regulatory compliance and guiding investors towards Eternus’s financial products more effectively. This role will ensure we meet industry standards while providing high-quality financial planning services to our clients.
Relevant Duties
- Provide a high-quality customer experience by understanding client needs and recommending appropriate financial strategies.
- Conduct periodic client reviews to ensure ongoing alignment with their financial goals.
- Compile written financial reviews, including Statement of Advice / Record of Advice.
- Ensure all client contact adheres to compliance and professional standards.
- Completing all Continuing Professional Development obligations.
- Conduct compliance reviews of client advice with peers.
- Build collaborative relationships with the Eternus Group’s legal, finance, and risk and compliance teams.
- Stay informed about market trends, economic developments, and changes in financial regulations that may impact clients, and adapt and enhance financial planning strategies.
- Stay abreast of industry regulations and ensure compliance with relevant standards and guidelines.
- Relevant tertiary qualifications which meet the current requirements for Authorised Representative designation. For most, this will be a Bachelor’s degree in Business, Commerce, Economics or Finance, and completion of an approved short industry course.
- Be listed as current on the Financial Advisers Register and fully meet FASEA education standards.
- A minimum of 8 years' proven experience offering comprehensive financial planning advice to retail clients.
- Proficiency in superannuation advice, particularly self-managed super funds.
- Familiarity with financial services industry, legislative and compliance requirements.
- Demonstrated history of delivering compliant, ethical and productive personal advice.
- Strong commitment to ethical practices, always prioritising the best interests of clients.
- Demonstrated ability to build and maintain effective client relationships.
- Knowledge of investment products and self-managed superannuation funds.
- Strong business planning, networking, and negotiation skills
A competitive salary commensurate with experience will be offered to the successful candidate.
Other job perks include:
- Great flexibility around where you complete your work - and a beautiful, newly refurbished Milton Green office available for use
- Extensive Employee Assistance Program (EAP)
- Working with an ambitious, energetic, and genuine bunch of people in a growing Group, who genuinely want to see us all succeed
- A commitment to regularly take time out together to celebrate and develop personal connections with the broader team
- An inclusive work environment that prioritises your professional development and growth
Please hit 'apply', and if you meet the minimum criteria, we will be in touch with you shortly.
Please note that we are not accepting agency referrals for this role.
