Buscojobs | Buscojobs | Financial Adviser
Vor 3 Tagen
Warners Bay, Newcastle, Maitland & Hunter NSW
Full time
Mine Super is an industry super fund committed to exceptional retirement outcomes for its members.
We pride ourselves on creating a workplace that celebrates collaboration.
We run at a fast pace with an enduring commitment to delivering our best efforts, every day.
We're proud of the benefits we offer which support work/life balance and professional growth and development.
The Financial Adviser is responsible for the delivery of personal advice to Mine Super members which is aligned with Mine Super's strategy and key business outcomes.
Key Responsibilities :
Provision of personal financial advice to members of Mine Super Fund (face-to-face; video conference and telephone advice) Provide comprehensive advice to members comprising multiple complex strategies Ensure effective communication (both verbal and written) with members to develop strong client relationships Comply with Fund, regulatory, and licensing requirements in delivery of advice Produce work which complies with RG175 best interest duty and meets compliance requirements, contains accurate information and service standards Assist with the preparation and delivery of ongoing member advice communication and education, including current and accurate seminars and workshops Use all approved financial planning tools available to prepare clear and concise Statements of Advice to members Record accurate file notes in a timely manner and maintain client files in accordance with business processes Work with Advice Service team to enable the preparation of advice that meets licensing compliance requirements Ensure all advice documents are accurate prior to presentation to the member Respond to day-to-day service or advice related queries from members either by telephone, video conference or face-to-face Satisfy requirements of the annual training plan and maintain CPD register Research and maintain technical knowledge of products and trends in financial planning, investment markets, industry and legislative changes to allow for the provision of complex superannuation and non-superannuation advice, including : Structures such as companies, trusts, superannuation funds etc Cashflow management and budgeting Debt advice Superannuation – including self-managed super funds Wealth creation strategies Defined Benefit superannuation analysis Retirement income streams Social Security analysis Tax minimisation strategies Redundancy planning Risk Insurance Estate planning Support other teams within Mine Super with customer follow-up Actively promote brand awareness and customer value proposition internally and externally Communicate and collaborate with internal and external stakeholders on key deliverables Provide support to peers to help others strengthen their specific knowledge or skills Take action to improve existing practices and processes, by identifying improvement opportunities, generating ideas and implementing solutions Build and maintain relationships with the wider business, sharing best practice and identifying ways to improve member experience Ensure our integrity is maintained and risk exposure minimised by adhering to policies and procedures, including appropriate review of materials Keep abreast of best practices, new technologies, industry knowledge and trends; make recommendations and oversee incorporation as appropriate Understand the wider business strategic plan and direction and articulate how customer management contributes to the delivery of strategic initiatives Skills and Experience :
Completion of Advanced Diploma of Financial Planning qualifications in financial planning (mandatory) Bachelor Degree in Financial Planning or relevant degree with alignment to FASEA education standards (mandatory) RG146 compliant (mandatory) Completion of specialist advice training, eg.
SMSF, equities, estate planning Demonstrated ability to provide high quality personal advice 5 years financial planning experience Demonstrated ability to provide exceptional customer service Demonstrates superior conflict resolution skills and the capacity to handle difficulties in a calm and positive manner Excellent understanding of superannuation and financial services industry Willingness to continually update knowledge Superior communication skills both verbally and written Ability to co-ordinate workflow and meet deadlines Advanced IT skills, able to efficiently and effectively use all Microsoft Office programs We look forward to your application.
#J-18808-Ljbffr
-
Buscojobs | Financial Adviser
Vor 3 Tagen
Central Coast, Österreich Buscojobs VollzeitWarners Bay, Newcastle, Maitland & Hunter NSWFull timeMine Super is an industry super fund committed to exceptional retirement outcomes for its members.We pride ourselves on creating a workplace that celebrates collaboration.We run at a fast pace with an enduring commitment to delivering our best efforts, every day.We're proud of the benefits we offer which...
-
Findex | Financial Adviser
Vor 5 Tagen
Central Coast, Österreich Buscojobs VollzeitManage a well-established client portfolio.Work closely with our local team of Accountants and benefit from regular client referrals.Work as part of a highly regarded team in a collaborative environment.We are seeking an experienced and motivated Financial Adviser to manage a well-established client portfolio, servicing Wagga, Albury and the surrounding...
-
Central Coast, Österreich Buscojobs VollzeitPrivately owned mature boutique financial planning firm2 x Offices and 3 x Senior Financial AdvisersDirect Mentoring from a Senior ProfessionalThe position will suit aspiring Financial Advisers looking to take the step into a client facing role and will lead to completing a Professional Year after a settling period.The BusinessThe business specialises in...
-
Buscojobs | Findex | Financial Adviser
Vor 3 Tagen
Central Coast, Österreich Tideri Jobbörse VollzeitManage a well-established client portfolio.Work closely with our local team of Accountants and benefit from regular client referrals.Work as part of a highly regarded team in a collaborative environment.We are seeking an experienced and motivated Financial Adviser to manage a well-established client portfolio, servicing Wagga, Albury and the surrounding...
-
Buscojobs | Financial Counsellor
Vor 5 Tagen
Central Coast, Österreich Buscojobs VollzeitFinancial CounsellorFull time opportunity for a qualified Financial Counsellor to work outreach and experience the local culture and region of the Goldfields.About CentrecareCentrecare is a not-for-profit organisation committed to delivering quality professional counselling, support, accommodation, family violence support, mediation, justice programs and out...
-
Buscojobs | Financial Planner
Vor 3 Tagen
Central Coast, Österreich Buscojobs VollzeitAbout the companyThis highly regarded and well-established leading industry fund has been established for many years and has always put a client-centric approach at the heart of their business, allowing them to develop a solid and loyal client base.They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients.Due...
-
Mine Super | Financial Adviser
Vor 4 Tagen
Central Coast, Österreich Buscojobs VollzeitWarners Bay, Newcastle, Maitland & Hunter NSWFull timeMine Super is an industry super fund committed to exceptional retirement outcomes for its members.We pride ourselves on creating a workplace that celebrates collaboration.We run at a fast pace with an enduring commitment to delivering our best efforts, every day.We're proud of the benefits we offer which...
-
Buscojobs | Financial Adviser
Vor 4 Tagen
Central Coast, Österreich Tideri Jobbörse VollzeitTo apply please email your resume to Why Do We Need You?Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations.Due to rapid growth, we have an exciting opportunity for an experienced Financial Adviser to join our dynamic team.What You'll Get in Return The opportunity to...
-
Buscojobs | Hostplus Pty | Financial Planner
Vor 5 Tagen
Central Coast, Österreich Buscojobs VollzeitHow will you make an impact?Are you passionate about making a positive impact on our members' dignified retirement?You will play a crucial role in helping our members attain their retirement aspirations.The opportunityWe are dedicated to enabling our members to achieve their retirement dreams.As one of Australia's leading superannuation funds, we are excited...
-
Ensombl | A Driven Junior Financial Adviser
Vor 4 Tagen
Central Coast, Österreich Buscojobs VollzeitWhat makes us stand out?Recently awarded Australia's Best Financial Advice Employer by IFA, we are the nation's leading provider of financial advice, tailored exclusively to gen z and millennials.Forget the stuffy corporate environment.At Sufficient Funds we give a damn, and we have the secret sauce required to have a huge positive impact on young people,...
-
Financial Adviser – Associate | Gold Coast
Vor 3 Tagen
Gold Coast, Österreich Personal Choice Financial Advisors, Llc VollzeitAs the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients.Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and...
-
Financial Adviser – Associate | Gold Coast
Vor 3 Tagen
Gold Coast, Österreich Personal Choice Financial Advisors, Llc VollzeitAs the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients.Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and...
-
Central Coast, Österreich Buscojobs VollzeitWe are a fast-growing multidisciplinary accounting and financial planning firm, serving many HNW individual and family groups with their complex financial needs.Although our well-established office is based in Gatton (just 30 minutes from Toowoomba), we have clients all over the country (including a large Toowoomba client base).Our team of 25 staff offer a...
-
Associate Adviser
Vor 4 Tagen
Central Coast, Österreich Buscojobs VollzeitThe Associate Adviser's primary role is to assist the Lead Advisers with the process of developing and subsequently implementing client advice and strategy.Associate Advisers are assigned their own list of clients, and together with the Lead Advisers, they provide those clients with holistic advice and support.The Associate Adviser is responsible for the...
-
Minchinmoore | Associate Adviser
Vor 4 Tagen
Central Coast, Österreich Buscojobs VollzeitThe Associate Adviser's primary role is to assist the Lead Advisers with the process of developing and subsequently implementing client advice and strategy.Associate Advisers are assigned their own list of clients, and together with the Lead Advisers they provide those clients with holistic advice and support.The Associate Adviser is responsible for the...
-
Buscojobs | Financial Planning
Vor 5 Tagen
Central Coast, Österreich Buscojobs VollzeitHello!To apply to the job you were interested in, please create a Workday account.If you already have an account, please sign in.We look forward to learning more about you!Financial Planning & Analysis ManagerApply locations : Sydney, New South WalesTime type : Full timePosted on : Posted 18 Days AgoJob requisition id : REQ_42876Company Details :When you...
-
Business Adviser
Vor 4 Tagen
Central Coast, Österreich Buscojobs VollzeitA business advisory firm is seeking a Business Adviser to assist Client Advisers (CAs) and Lead Advisers (Leads) to care for a group of clients' accounting and financial needs by providing exceptional service including compliance and business advice, whilst contributing to the firm being an efficient and profitable business, with a culture where staff,...
-
Buscojobs | Department Of Treasury
Vor 4 Tagen
Central Coast, Österreich Buscojobs VollzeitFull time129,302 to $136,089 pro-rata per annum plus superThis is an exciting opportunity to develop your leadership and communication skills as a Specialist Financial Analyst in the Tasmanian public sector.We offer flexibility, access to quality learning and development opportunities and generous leave provisions, including purchasing leave.Our culture is...
-
Central Coast, Österreich Tideri Jobbörse VollzeitAbout the Opportunity: We are partnered with a well-established professional services firm with offices across Brisbane, Gold Coast, and interstate to find a talented associate adviser for their Gold Coast office.This is an exciting opportunity for an aspiring financial adviser to join a collaborative and client-focused team, supporting senior advisers and...
-
Buscojobs | Financial Advisor
Vor 5 Tagen
Central Coast, Österreich Tideri Jobbörse VollzeitCompany Description Virtual Financial Advice is dedicated to providing boutique financial advice affordable for all Australians.We utilise cutting-edge technologies that simplify understanding of our clients' financial position, giving them certainty and confidence to achieve their financial goals.Our point of difference is we believe it's important for our...
