Financial Adviser - Perth, Australia - Link Group

Link Group
Link Group
Verified Company
Perth, Australia

1 week ago

Olivia Brown

Posted by:

Olivia Brown

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Description

Overview


Link Advice, a specialist provider of financial advice service is looking for a passionate Financial Adviser to join our leading telephone based scaled 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 scaled 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:

  • A junior Adviser looking to build out their Advice knowledge alternatively an experienced 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

Key Benefits:

  • All Advice appointments are vetted and booked by our Contact Centres
  • Access to support structures
  • Paraplanning team, Technical Officer, Administration team and Compliance team

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 scaled advice and retirement advice
  • Maintaining ongoing relationships with existing referral sources

Experience & Personal Attributes

  • Minimum 3 years' experience in an advice role
  • Meets the minimum education requirements under FASEA
  • A passion for financial advice and helping people, customer focussed and best practice in all activities
  • Flexible whilst able to manage multiple competing business priorities
  • Must be clear thinking & well organised
  • Attention to detail and analytical skills
  • Strong technical knowledge across key disciplines of financial advice
  • Work in a structured work environment and adaptive to change
  • Registered on the ASIC Financial Adviser Register
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 expertise in digital solutions and data analytics.


Our Retirement & Superannuation Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients.

We support clients across all superannuation fund sectors including government, industry, retail and corporate.


By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market.

The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.


Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively.

We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported.

We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential.


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.

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