Are you someone who wants to work for a Financial Planning business that is placed top 30 Best Places to Work 2024 in Australia and Best Place to Work for Women 2023?
Beacon Aged Care and Retirement Advisers in partnership with Invest Blue has an exciting opportunity to join the Beacon team in Toowong. We are seeking an experienced Aged Care Financial Adviser to work in the Toowong office, full-time, joining the energetic team.
What we offer When you join the wider Invest Blue/Beacon family, you gain access to a multitude of benefits, including:
Upon completion of probation, your birthday as a day off to celebrate.Time off to volunteer for community initiatives or chosen charities.Participation in our annual "Celebrate the Wins" offsite conference and event, fully sponsored by Invest Blue.Continuous learning and development opportunities.This is a diverse, engaged and rewarding role and allows you to provide an excellent client experience daily. You'll be part of an engaged and motivated network of people that values your contributions and encourages personal growth.
About Us Invest Blue is Australia's trusted home of great advice. We are a large, holistic financial planning business that currently has offices located throughout QLD, NSW, VIC, ACT & TAS. With a growing team of over 400, our financial advisers and support people are dedicated to empowering our clients to live their best possible lives.
Our strength comes from delivering tailored, high-quality advice based on a consistent process. Importantly, Invest Blue's financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams.
As part of the Invest Blue family, Beacon Aged Care and Retirement Advisers is a trusted leader in aged care financial planning, dedicated to guiding families through one of life's most significant transitions. Founded in 2015, Beacon was built with empathy, expertise, and a clear purpose: to bring peace of mind to families facing complex care decisions. Our team offers a comprehensive service tailored to the unique needs of aged care planning.
About you: Motivated team player with great people skills.Technical knowledge and knowledge of regulatory and legislative obligations related to financial planning.1+ years' experience providing financial advice to clients.Outstanding communication skills, both written and verbal with a high attention to detail.Exceptional ability to keep track of multiple tasks, prioritise and deliver on set goals.Eager to learn and are willing, at times to unlearn.Brings fresh and innovative ideas to the table.Value a team culture.Key role responsibilities: Provide exceptional advice to the clients of Beacon, through the provision of Aged Care Advice and support.Provide efficient, compliant, and accurate administration to deliver quality financial advice.Proactive interaction with clients and team members to ensure all necessary information is up to date and current in client management database and in client account records.Work in progress reporting and task management.Proactive phone calls and client contact to ensure ongoing support services are delivered.Desired Skills and Experience Experience providing exceptional client service within a client facing environment.Demonstrate an ability to build and maintain effective relationships with clients and stakeholders.Demonstrated ability to plan, prioritise and schedule work targets and activities with minimum supervision.Ability to work under pressure and within a well-defined compliance framework.Experience with using financial planning software (e.g., Salesforce) desirable, but not mandatory.Qualifications Tertiary qualifications in financial services or a related discipline (completed).FASEA higher education requirements met.Standard background checks include but are not limited to criminal history, bankruptcy, ASIC.Remuneration package offered ranges between $126,550 -$145,000, including super and leave loading, dependent on level of education and experience.
Your application will include the following questions:
Which of the following statements best describes your right to work in Australia?How many years' experience do you have as a financial adviser?Which of the following Customer Relationship Management (CRM) systems do you have experience using?Do you have a current Police Check (National Police Certificate) for employment?Do you have customer service experience?Do you have experience in administration? #J-18808-Ljbffr