Experienced Financial Planner

  • Time for a change  Make a move thats good for you and great for clients
  • Use your professional experience to make a meaningful difference
  • Join a team that is focused on the future of advice 

The opportunity

You will be responsible for providing excellent service and delivering high quality advice to our customers.  Our communication and engagement program ensures that a regular and growing number of customers are seeking advice.  To ensure that you can focus your energy on providing personal advice, you will be supported by a paraplanning and advice assistant team.  Were also investing heavily in technology to make advice clearer and more accessible for customers, whilst driving efficiencies that make life easier for our advisers and dedicated team members.

About you

  • You have a strong drive to deliver advice that makes a real difference
  • You have a passion to lift financial wellbeing and change savings behaviours
  • You are digitally savvy and understand how technology supports quality advice
  • You are energetic, resilient and thrive in an agile environment
  • You have the personality to bring our Engagement Process to life for customers
  • You demonstrate excellent communication skills across a wide range of customers
  • You are a self-starter and know how to manage your time
  • You work well in a team and support a positive values-based culture

Your experience and qualifications

  • You have a minimum 3-5 years experience providing personal advice
  • You have successfully contributed to business outcomes as an Authorised Representative in a KPI driven environment 
  • You have passed the FASEA Financial Adviser exam
  • You have experience with Midwinter / XPlan and the Microsoft Office Suite
  • Your FPA (or similar) membership demonstrates your professional commitment
  • You are experienced in all aspects of personal advice with your knowledge extending across Super, investment and insurance solutions
  • You have tertiary and/or advanced diploma qualifications in financial planning

About us

Skylight Financial Solutions proudly serves the building and construction industry in Queensland.  We are committed to quality advice that achieves meaningful change for our customers.  Our advice and financial wellbeing solutions make a positive impact at each stage of life.

We believe that advice makes a big difference.  Particularly where the focus is on changing savings behaviours and lifting financial wellbeing.  Were bringing this to life by investing heavily in technology to make advice more accessible and easier to understand. Join the revolution!

Your new office is located on Coronation Drive at Milton with great cafs and coffee at your doorstep.  The train is an easy walk, and the City Cat terminal is directly across the road. Boost your energy and fitness with a run along the river before or after work.

To Apply

Use your cover letter as an opportunity to tell us the things we cannot learn from your CV

22/03/2021 $0 Brisbane 1 Banking & Financial Services
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