Strategic superannuation planning | Retirement planning | Wealth creation | Portfolio construction | Risk management | Centrelink | Debt consolidation This growing financial planning firm specialises in providing clients with comprehensive holistic advice and services, covering superannuation, personal insurances, SMSFs, lending, and accountancy services. They offer diverse financial planning solutions tailored to individuals across various life stages, from first-time homebuyers and those building wealth to seasoned investors and retirees.
Providing holistic ongoing strategy wealth and insurance advice to a range of clients considering all possibilities and solutions to complex planning problems. Working closely with the Directors and Advisory team, you will be responsible for client management, preparation and implementation of financial plans, and oversight of back-office planning and support. This is a role for an experienced Advisor with a strong sense of loyalty, initiative, and professionalism.
Working from the Geelong office within a dynamic business with a relaxed and professional culture, you will be an integral part of the team's fabric in delivering the best possible solutions for clients achieving maximum impact.
Ideally, you will have 6 + years of experience as a Financial Advisor in a similar role within a financial planning firm. You will also demonstrate exceptional leadership skills, strong time management skills, and a proven track record of exceeding client's expectations inassisting with the achievement of financial freedom and achieving financial potential.
Vital to this role you will Have a client-centric approach to your work Understand the individual needs of your clients Can effectively communicate appropriate strategies to support clients' short- and long-term financial goals Analyse a client's situation and appropriately determine their wealth management and wealth protection needs Provide financial planning advice to clients while managing expectations and timeframes Work with a team of Financial Planners and Accountants to achieve the best strategy outcomes for clients Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders Strong problem-solving and decision-making skills, with the ability to think strategically Thorough understanding of the financial services regulatory environment and industry best practices Tertiary qualification in a relevant field (e.g. business, finance, or a related discipline) For a formal position description please call Sean Walsh, Director atImpact Talent Recruitment Pty Ltd on 0421 289 406
If this job isn't quite right for you, but you are looking for a new position and areopen to exploring new career opportunities, please follow Impact Talent Recruitment on LinkedIn or request to connect with Sean Walsh, Director.
Talent for quantum growth, not incremental growth. Talent Unleashing Potential.
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