Financial Advisor

  • Fun, Friendly, Supportive & Social Team Environment
  • The most flexible workplace – ever!
  • Rating 8 out of 10 for Employee Happiness

Due to our continued success and business growth, we currently have a fantastic opportunity for a Financial Advisor to join the Team.

We are looking for a motivated, professional individual who wants to assist clients achieve positive outcomes.

To be successful in the Financial Advisor role, you will provide tailored impactful advice. You will be responsible for engaging and building long term relationships. You will provide an exceptional client experience, supporting clients throughout the advice journey, guiding them to achieve their financial goals by continuously evolving their plan.

As an adviser you will have strong interpersonal skills, be highly organised and process oriented with a proactive focus on solutions. In return we offer you a successful career in our organisation which delivers accounting, tax and financial services to the people of Gippsland and beyond.

Phillipsons care about the needs of our clients and our people. Our team of professionals provide a range of services catering to our client needs. Successful applicants will demonstrate a desire and commitment to work toward that goal.

We are looking for someone who:

  • Is self-motivated, positive and client focussed
  • Has a genuine desire to help people achieve their financial goals
  • Operates with a commitment to professional and personal ethics and values
  • Is a team player with confidence to take charge, whilst also being comfortable working autonomously
  • Demonstrates a high level of emotional intelligence, is self-aware and has strong interpersonal skills
  • Has a robust understanding of financial planning compliance and the legislative & regulation environment
  • Has excellent time management skills with the ability to meet deadlines and manage workflow
  • Has exceptional oral, written and personal communication skills, with the ability to provide clear instructions to support staff
  • Has a solid understanding of the operation of financial markets, economics and financial products
  • Would like to work in a friendly, supportive and flexible business environment
  • Is looking for a challenging role whilst having some fun along the way

Qualifications:

  • Must have successfully completed a Relevant Degree
  • FASEA compliant and successfully passed the Adviser exam
  • Full compliance with CPD training requirements
  • Registered advisor with ASIC and NO disciplinary actions

Experience:

  • Minimum three (3) years experience as a financial adviser/planner
  • Asset management skills
  • Competent at writing own advice documents
  • Experience with HNW and SMSF and have worked in a self licenced firm (preferred but not essential)
  • Experience developing and maintaining long term, fulfilling client relationships (preferred but not essential)

If you have these qualities, skills and experience we would love the opportunity to meet with you.

This role is a full-time position; however, we are a flexible organisation so are open to part-time hours and/or school hours to enable work-life balance for the right candidate.

This is an opportunity to work as part of our growing and dynamic team. There is also the opportunity to progress your career within the business, including partnership if that is your desire.

We are located in ‘The Middle of Everywhere’:

https://themiddleofeverywhere.com.au/en/explore

How to Apply:

To apply, please email your Cover Letter, together with your current Resume to:

Human Resources Manager

careers@phillipsons.com.au

Please Note: You must have the legal right to live and work in Australia to apply for this position.

PHILLIPSONS
Accounting Services Pty Ltd
ABN 89 103 720 190
Phone: 03 5144 4566
Fax: 03 5144 5403
Email: queries@phillipsons.com.au

PHILLIPSONS
Financial Planning Pty Ltd
ABN 87 103 720 181
Phone: 03 5144 5207
Fax: 03 5143 3419
Email: fp@phillipsons.com.au

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