Sheffield Financial Group | Financial Planning Assistant
Vor 2 Tagen
Direct message the job poster from Sheffield Financial Group
Senior Financial Planner & Founder.
Winner of 'Best Young Adviser', 2024.
Empowering people to access financial freedom and achieve their life goals.
FINANCIAL PLANNING ASSISTANT
Looking for your next step in Financial Services and to be part of a successful, growing business that values employee recognition, training and culture?
Sheffield Financial is looking for a new Financial Planning Consultant, reporting to the business owner and Senior Financial Planner.
This is a new, client-facing role with a wide scope and salary bracket based on the individual's experience and ambition.
The position offers a unique opportunity to work with clients on their wealth creation journey, in particular strategies to reduce financial risks through different insurance covers.
The Company
Sheffield Financial is a fast-growing, boutique financial planning business that values doing the right thing by both our clients and employees, with the overarching focus of making a difference.
We are a customer-centric financial planning company that has experienced significant growth in just 4 years.
We help our clients achieve their financial goals, including wealth creation, investments, superannuation, property, and risk mitigation.
Being a relatively new business, we are proud of our successes and take the time to acknowledge them, recognizing employee achievements and consistently striving for new ways to stay ahead.
Sheffield Financial values open communication, with employees encouraged to contribute towards processes, culture, and education—having fun as we grow.
The Role
We have an exciting full-time opportunity for a driven and proactive individual with strong communication skills who is KPI-driven, level-headed, and enjoys the balance of working both autonomously and within a team.
The successful applicant will be responsible for building relationships with new clients, uncovering goals, and working with a senior financial planner to create and implement a unique financial plan, supported with a full induction into the business and processes.
The role will focus on financial strategies to protect clients' wealth, including products and services based around Life, Total & Permanent Disability, and Income Protection covers.
Key Responsibilities
Conducting meetings with new clients Building strong, trusted relationships with clients Gathering financial details and looking at the bigger picture Providing support in the financial planning process Facilitating the implementation of advice Communicating with clients via email and phone and responding to their inquiries Excellent written and verbal communication skills, with the confidence to engage with clients and colleagues Confidence in contacting and presenting to clients, resilience, and determination when dealing with challenging cases or B2B partners A keen interest in the financial planning industry and a commitment to ongoing professional development Proficiency in using financial planning software and Microsoft Office applications Experienced in problem-solving and identifying/setting up new ways of working—who sees a growing business as an opportunity to help shape its future and is not deterred by process gaps.
Prior experience in a client-facing or financial services role, sales, or BDM—preferably in the financial planning or wealth management industry is also highly regarded.
A candidate who sees the value in joining a small but thriving in a fun, macro-management organization, with an enthusiastic and social culture (We genuinely love what we do)
Company Values & Benefits:
This role will assist you in gaining the skills, experience, and education to succeed in a career in financial planning.
We provide flexible work hours, so you can meet other commitments.
We provide ongoing industry-recognized training that will fast-track your career vs the longer ladder of traditional financial companies, and opportunities to submit yourself and your peers for awards.
Sheffield Financial is proud to offer competitive base salaries and KPI-driven bonus packages.
Application Process:
Please submit your CV through LinkedIn along with a short cover letter explaining your interest in the role.
Seniority level Entry level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr
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