Ifa - Perth - Idex

Idex

Verified Company

Perth, Australia

4 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

This well known firm are looking for a Financial Planner to join their growing team.

This individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations.

Key Accountabilities Include

Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment. Setting client expectations in line with the Financial Planning model.
Proactively provide ongoing advice to clients (both selfsourced and those provided by internal and external Business Partnering) at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment
Working in a team with the paraplanners and professional support staff, ensure client instructions are executed in a timely manner and follow process standards
On an ongoing basis identify and develop new opportunities with existing clients to ensure that the client's portfolio fits with their requirements and optimises their investment and to identify any client referrals
Work alongside the Financial Education Team when required to achieve best client outcomes
Proactively engage with professional introducers and support them following guidance
Liaise with other professionals who support clients in the management of their affairs
Responsible for remaining competent and up todate on legislation as an adviser through qualifications, attendance at conferences and training
Maintain all aspects of CPD/IDD requirement.

You will inherit a really good client bank and have excellent referals and introducers to work with.

Excellent salary, benefits and bonus

Visit the IDEX Consulting Ltd website for further opportunities.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.

We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.