Financial Planner - Melbourne, Australia - Imperial Capital Group Australia

Imperial Capital Group Australia

Verified Company

Melbourne, Australia

2 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Hot Leads Provided

Flexible Hours working evenings with mornings off
One Paraplanner and CSO per Financial Planner

We are an experienced team embarking on a new nationwide financial planning organisation, with the goal to provide Australians across the country with committed and prosperous financial advice.

With our combined experiences as financial advisers, managers and business owners, you will be part of our exciting growth strategy.

We live and breath to reach as many Australians as possible to help benefit their superannuation funds and overall financial position.

We take the stress out of managing finances and believe with our experience, we can deliver a better way to service the needs of our clients in this marketplace.

At Orion we differentiate ourselves as a financial services business by:

Reaching a wider range of clients through our use of marketing and our close relationship with a marketing organisation
Clearly articulating how we can add value to a client's superannuation and other areas of their financial position
Researching to ensure we recommend high performing investments and superannuation options to our clients
Extending a holistic approach which includes specialist superannuation, retirement advice, insurance, financial planning, and estate planning advice.

About the role:
Multiple exciting opportunities to fill for experienced Financial Advisors to embrace ever further growth.

To be successful in the Financial Adviser role, you will be a natural at engaging clients and leading them on the financial advice journey.

You will be responsible for providing education and (obviously) matching their objectives, preferences and requirements with delivering quality advice. You'll also be organised and process oriented, so capable of taking a volume of clients through our mapped process.

You receive 5 new clients with completed fact finds per week Each week, every week, to advise No prospecting or cold calling, plus with the backing of your own in-house support team of paraplanners and CSOs.

Key Responsibilities:

Provide strategic and holistic financial advice to new clients
Maintain and deliver an excellent client experience to maximise retention and client referral
Work collaboratively with internal teams to ensure recommendations are executed in a timely and accurate manner
Maintain technical and comprehensive knowledge of current compliance requirements
Liaise with paraplanners and admin support and provide direction when needed
Continue to grow a portfolio of clients with a consistent pipeline of qualified leads

About you

You will be a charismatic yet process oriented individual who thrives on exceeding goals and making some serious money.

You will effortlessly build rapport with our clients and your support team, whilst you enjoy working with a wider collaborative team and driven company directors.

You will hold the following;

Listed on ASIC's Financial Adviser Register
Passed FASEA exam and tertiary education in related discipline
Previous experience as a financial adviser/planner
Experience providing advice on superannuation and insurance
Strong understanding of financial planning compliance and regulations
Proven phone manner, professionalism, and sales experience
Strong time management skills to meet deadlines and manage workflows
Flexible and open to learning new processes and working under pressure
Financially motivated and prepared to take calls during the evenings

This is a high energy role, with the opportunity to grow a substantial ongoing revenue stream.

How you will benefit

Having already established ourselves in the financial and property investment sector with subsidiary brands, Imperial Capital Group Australia, Empire Financial Group Australia and Empire Property Group Australia, you will be joining a company who has the backing support of a collaborative team and driven company directors.

We enable a stable, flexible, and rewarding career for new and existing staff alike.