Join a business that is committed to helping people live Healthier, Longer, Better Lives by encouraging them to make positive lifestyle changes one step at a time. If you want to help us make a difference - to be the difference - then this business could be perfect for you.

What's on offer

The flexibility to work from home up to 3 days a week, you will receive the support that you need to build your own career in a team that is leading change across the Financial planning industry. This includes:

• Competitive salary including a performance incentive (110k - 130k) + Bonus - OTE 170k
• WFH flexibility
• Work for a business helping millions of Australians and make a difference to someone’s life every day 
• Access additional leave days a year to recharge and refresh yourself 
• Enjoy wonderful Health and Wellbeing initiatives that support you 
• Work with supportive and inclusive managers

About You

We are looking for an individual who has worked in fast moving transformation environment and comfortable working with cutting edge technology. You are an experienced Financial Adviser/Planner. You enjoy building relationships with people and providing excellent service. The must haves for this role are:

• You are currently on the advice register
• You have successfully completed the FASEA exam
• 3+ years experience providing financial advice
• Completed your studies to meet FASEA standards 

Key Responsibilities

• To provide quality advice via digital platforms (video links) in an ethical and compliant manner and in the best interests of the customer. 
• To keep abreast of industry, legislative, business and technical Advice trends in order to provide Quality Advice in a professional manner and further educate customers during the process of giving Advice
• To actively engage positively with referral partners, relevant stakeholders and team (including Advice Associates and Paraplanners) to draw on their support in identifying and generating new business as well as providing Quality Advice
• To plan, prioritise and manage own work-load and tasks to be an effective Adviser
• To engage and collaborate with customers in order to identify their needs and objectives, and to educate them and ensure they understand the advice provided
• To be open and approachable in collaborating with, and sharing ideas amongst, team members in order to encourage and support one another as a well-functioning team
• To conduct research and evaluate data to ensure appropriate and relevant advice is offered in the context of the customer situation and objectives
• Be passionate in your performance to meet or exceed the expectation