Financial Planner - Adelaide, Australia - Insignia Financial

Insignia Financial

Verified Company

Adelaide, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Perth or Adelaide Location

Join a leading wealth management and adviceled organisation
Be part of a team that values its people and its culture

About the opportunity

As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients to Bridges.

You'll do this by proactively sourcing, engaging and managing client referrals and key referral relationships, and leveraging the evolving Insignia Financial digital platforms and Advice processes to drive productivity, compliance and client engagement.

Client experience and care is the forefront of this role, being a seasoned professional, you'll contribute to client experience, improvement initiatives and coach clients to adopt evolving technologies and processes.

As a team player, you'll work collaboratively with supporting team members and seek out opportunities to coach and mentor colleagues and continuously build capability of the broader team members, to ensure high levels of cross skilling and deep technical knowledge.

You're an expert in Financial Advice, someone who loves to drive growth and build relationships while you always deliver an excellent client experience.

You enjoy working collaboratively, inspiring and developing others as you share your knowledge and expertise in the field.

Oozing integrity, adaptability and innovation, you've got what it takes and are passionate about taking your career to the next step with the Bridges Team.

Benefits

Development opportunities at an ASX top 200 company
A professional, supportive and friendly culture
A range of corporate and lifestyle benefits

The Business
Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846.

Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:
IFL).

To Apply

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.