Description:
A bit about MB Financial Group - Marybeth started MBFG over 11 years ago when she was only 25 years old. It has grown from just herself, to a diverse team of 33 staff, offering a holistic approach to Financial Planning, Mortgage Broking, Bookkeeping, Tax & Accounting and Property Management. A true one stop shop!! At MBFG, we’ve built a tight-knit, family-like vibe where we offer flexible work arrangements so you can balance work and life. We love to socialise as a team in and out of the office. If you're looking for a place where you can grow, connect, and enjoy the ride, MBFG is the perfect fit! We pride ourselves on delivering quality service and care to our clients while creating a positive working atmosphere with a great work life balance. We are currently looking to employ a Financial Adviser to work under our Senior Adviser. Given the range of services that MBFG has to offer, no need for constant prospecting, daily leads are handed on a platter!!! The role would include:Assisting in the management of existing clients and onboarding new clientsCollaborating with the financial planning team to achieve targetsEngaging in seminars and delivering client presentationsEnsuring compliance with regulatory requirements, including completing necessary training to maintain adviser credentialsUsing your knowledge and experience to ensure that your advice is both compliant and optimises the client’s situation, assisting them to achieve their financial goals.Contributing to marketing initiatives to increase our clientele baseA comprehensive understanding of compliance and ethical standardsMaintaining accurate file notes in a timely manner and follow task process which MBFG are huge one The successful applicant will have:Current FASEA requirementsASIC registrationMinimum 2 year's experience as a financial adviser, ideally with a holistic planning firmStrong understanding of superannuation, tax, investments, insurance, debt management and cashflow adviceAdvanced computer skills, including Microsoft Word and ExcelExcellent interpersonal communication skills and the ability to work well within a team environmentA clear and organized approach to deliver thoughtful and strategic adviceA passion for the value of financial advice and is motivated to help all walks of life, including providing cash flow and personal insurance advice for our younger clients.In turn we will provide a dynamic work environment with a sufficient level of leads and a supporting team, including administrative assistance, for you to prosper. We have an Employee Benefit Package that we believe is second to none! If you are interested in applying for the position please send through your resume and cover letter to marybeth@mbfg.com.au
30 Mar 2025;
from:
uworkin.com