Join Our Dynamic Wealth Management Team as a Financial Planner Company Overview: At Watson Wealth, we are a holistic wealth management company with three divisions: financial planning (Elliot Watson Financial Planning), mortgages (Watson Mortgages), and legal (Watson Legal). Our team is fun, dynamic, and dedicated to building long-term relationships with our clients by providing sound advice. Since our inception in 2016, we have earned numerous award nominations and accolades. We take pride in our robust systems and procedures, fostering a positive workplace culture, and promoting work-life balance. With offices in Maitland (HQ), The Junction, and Singleton, our Maitland office is conveniently located near shops and cafes.
Due to significant business growth, we are seeking an energetic and enthusiastic Financial Planner to join our team. This full-time permanent position offers the opportunity to build and expand a client base. As part of this role, you will provide ongoing review services to existing clients and engage with new business leads.
Key Responsibilities: Meet with qualified new business leads provided by the company and be responsible for engaging them as new clients. Utilise exceptional engagement skills to create a memorable financial planning experience for new clients. Identify clients' needs and objectives, formulating appropriate advice strategies. Ensure compliance standards are adhered to throughout the process. Collaborate with our paraplanning team to create comprehensive statements of advice. Present advice to clients and assist them in understanding the recommendations. Coordinate with the administrative team to implement the provided advice. Assume responsibility for ongoing servicing needs of clients after the initial work is completed. We have robust support services in place and are continuously expanding them to minimise administrative burdens, allowing our advisers to focus on client needs and experiences. You will have access to support and guidance from our multi-award-winning Financial Planner Director.
Requirements: Demonstrated excellence in financial planning skills. Minimum of 24 months of experience providing personal advice as a Financial Planner. Completed the FASEA ethics exam. Minimum qualification of Diploma of Financial Planning with the view to completing the required additional units. Tertiary qualifications in a related discipline and ADFP, CFP highly regarded (desirable but not essential). Strong written and verbal communication skills. Proficiency in Microsoft Office 365 and strong computer skills. Willingness to learn, grow, and embrace feedback. Possession of a current, unrestricted driver's licence. Experience using Xplan (desirable but not essential). This opportunity is ideal for a motivated individual who is client-focused and driven to achieve results. We offer an attractive salary package commensurate with the successful candidate's level of skill and experience and a generous bonus and incentive program.
Join our team at Watson Wealth and embark on an exciting career as a Financial Planner. Apply today to be part of a company that values relationships, excellence, and work-life balance.
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