Description:
DescriptionOverview Link Advice, a specialist provider of financial advice service is looking for 2 passionate Financial Advisers to join our leading telephone based intra-fund 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 intra-fund 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:
- An 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
- Flexible work hours with a focus on work/life balance
- Competitive remuneration including reimbursement for ongoing study and access to corporate gym membership
- All Advice appointments are vetted and booked by our Contact Centres
- Access to support structures - Paraplanning team, Technical Officer, Administration team and Compliance team
- 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 intra fund advice and retirement advice
- Maintaining ongoing relationships with existing referral sources
- A passion for financial advice and helping people
- Minimum 1 – 3 years’ experience in an advice role
- Meets the minimum education requirements under FASEA
- Passion for customer focus 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
- Near completion or enrolled to meet FASEA educational requirements, includes holding a Relevant degree in Financial Planning/Accounting/Economics
- Passed the FASEA Standards Authority Ethics Examination,
- RG146 compliance with evidence of completed CPD,
- Registered on the ASIC Financial Adviser Register
- Link Advice is a Professional Partner of the FPA.
- You must have the right to live and work in Australia to apply for this job
30 Apr 2025;
from:
uworkin.com