Financial Adviser - Perth, Australia - Link Group
Description
Why Link Group
Link Group is a global business connecting millions of people with their assets - safely, securely, and responsibly. We have over 6000 employees across 4 continents and continue to grow every day.
Retirement and Superannuation Solutions is the largest business under Link Group and we are the leading administrator for super funds in Australia.
We are well positioned within a growing superannuation industry, combining our rich legacy with a fast-paced environment that enables rapid career growth.
We are a diverse team with employees from various cultural and linguistic backgrounds, and we make sure to celebrate the successes of our clients and our people.
The Role
Link Advice, a specialist provider of financial advice service is looking for a passionate Financial Advisers to join our leading telephone based intra-fund Advice Team.
As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model.
In partnership with some of Australia's largest Superannuation Funds, and with a focus on providing quality intra-fund advice, you will have the opportunity to help educate and advise Australians on how to make the most of their superannuation savings.
This is an ideal position for:
- An Adviser looking to share their experience with a diverse and enthusiastic team where member centric advice delivery is key to their daily routine enabling a better workplace and life balance.
- Opportunity to mentor Junior Advisers
- Someone on a career path looking for the opportunity to build up their experience
- Competitive remuneration including reimbursement for ongoing study and access to corporate gym membership
- All Advice appointments are vetted and booked by our Contact Centres
Key Accountabilities and Main Responsibilities
To help more Australians to understand their superannuation providing them with simple financial advice by;
- Understanding their needs
- Breaking complex concepts down into something they can understand
- Gathering the client's circumstances, goals and objectives in an online fact find
- Providing intra fund advice and retirement advice
- Maintaining ongoing relationships with existing referral sources
Experience & Personal Attributes
- A passion for financial advice and helping people
- Minimum 3 years' experience in an advice role
- Meets the minimum education requirements under FASEA
- Strong technical knowledge across key disciplines of financial advice
- Work in a structured work environment and adaptive to change
- Near completion or enrolled to meet FASEA educational requirements, includes holding a Relevant degree in Financial Planning/Accounting/Economics
- Passed the FASEA Standards Authority Ethics Examination,
- RG146 compliance with evidence of completed CPD,
- Registered on the ASIC Financial Adviser Register
- Link Advice is a Professional Partner of the FPA.
- Appreciate: This program is to recognise people who are demonstrating our values and Company purpose. Salary Sacrificing via Superannuation
- Employee Assistance Program
- Purchased Leave Scheme
- Parental Leave Scheme
- Learning & Development
- Development at your fingertips via selfpaced learning, including educational assistance support
- Talent Referral Scheme
- Recognition Program
- Wellness Program, including one day of Wellbeing Leave over and above annual leave entitlements
- Corporate Social Responsibility Program, including volunteer leave
- FlexiWorks enabling our employees to work in the office and at home and Employee discounts
- Access discounted rates and offers from a variety of providers
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
Link Group is a leading fund administration and share registry specialist.
We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs.
Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner.
Our core businesses of fund administration and securities registration are complemented by our eMore jobs from Link Group
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