An exciting opportunity exists to join our team at Professional Money Management in Sale, Gippsland. We are seeking a qualified Financial Adviser or Associate to work alongside the Senior Planner to service our wonderful clients and to liaise with prospective clients. The position is supported by administration and paraplanning so you can focus on providing superior advice and service to our clients.
Professional Money Management is proud of the fun and professional culture that has been established and we are keen to further invest in attracting and retaining quality people to complement our team.
A competitive remuneration package will be negotiated and for the right candidate there is a future opportunity to be part of our succession plan for the business.
About the Role
Understanding clients immediate needs, long term objectives and level of comfort with risk.
Formulating financial strategies and preparing accompanying advice documentation and investment plans.
Recommend appropriate strategies, product and service options across all areas with a focus on Taxation, Superannuation, Insurance Protection and Investment products.
Ensuring accuracy and compliance of client files and advice documentation.
Providing face to face holistic financial planning advice to clients.
Skills & Experience
FASEA approved qualifications in financial planning
Minimum 3 years experience within a Financial Planning/Advising/ Paraplanner role.
Excellent technical knowledge particularly in the areas of SMSF's, Superannuation, Insurance, Retirement Planning, Centrelink, Taxation and Investment products.
Experience working as a holistic financial adviser.
Strong attention to detail and relationship-focused.
Ability to build a strong rapport with clients and colleagues.
IT savvy and experience with Xplan software an advantage.
Friendly, collaborative and vibrant team environment.