Responsibilities
• Help grow and develop the Financial Planning division.
• Provision of comprehensive Financial Planning advice to clients encompassing strategies such as Investments, Superannuation, (inc SMSF), Transitions to Retirement strategies, Centrelink Planning, Cash Flows, SMSF's, Aged Care and Risk.
• Build and strengthen staff relationships to obtain internal client referrals from other divisions.
• Source external referrals from personal networks.
• Meet monthly budgets and key performance indicators.
The right candidate will be:
- Client focused and have a willingness to help and support our existing and new clients in achieving their goals and objectives.
- Committed to ethical and compliant dealings with clients.
- Have a good understanding of the current legislative and technical framework in relation to investments, taxation, superannuation, and risk insurance.
- Enjoy working autonomously as well as within our talented team
- Future opportunity to purchase equity for the right candidate that abides by our business values.
Required Skills
- A minimum of 5 years experience as a Financial Planner.
- Must meet the FASEA education requirements.
- Must have completed SMSF accreditation
- Highest level of ethics and positive compliance checks.
- Excellent written and verbal communication skills.
- High attention to detail.
- Strong influencing and negotiation skills.
- Ability to drive and develop internal and external relationships.
Benefits
- 5th week of annual leave for all team members
- Strong quality referrals from internal divisions with warm leads.
- Flexible working arrangements,
- Mentoring, training and support through our vast senior team,
- Competitive remuneration based on experience,
- Supportive team environment where we all love to help each other to get great results for our clients,
- Support for further study,
- Free counselling and support service.
- Free team rewards program.
- Delivery of dynamic & forward-thinking client service,
- Opportunities exist to move around within our nationwide office network.
Are you ready for an exciting new challenge?
To apply, please submit your application with a cover letter and résumé to Andrew.roberts@mulchay.com.au or for a confidential discussion, please contact Andrew Roberts on 03 53307200.
*Previous applicants need not apply.
