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Financial Planner

Insignia Financial
Canberra, Australia
Closing date
Jul 20, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Canberra Location
  • Join a leading wealth management and advice-led organisation
  • Be part of a team that values its people and its culture

About the opportunity

As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients to Bridges. You'll do this by proactively sourcing, engaging and managing client referrals and key referral relationships, and leveraging the evolving Insignia Financial digital platforms and Advice processes to drive productivity, compliance and client engagement.

Client experience and care is the forefront of this role, being a seasoned professional, you'll contribute to client experience, improvement initiatives and coach clients to adopt evolving technologies and processes. As a team player, you'll work collaboratively with supporting team members and seek out opportunities to coach and mentor colleagues and continuously build capability of the broader team members, to ensure high levels of cross skilling and deep technical knowledge.

What we are looking for in a successful candidate

To ensure you can hit the ground running, you are RG146 Compliant and have passed the Adviser exam (mandatory for Authorisation). Additionally, have been through an approved course in Australian Tax Law and a course in Commercial Tax. If you also have an approved degree, it will help your application stand out from the rest.

You're an expert in Financial Advice, someone who loves to drive growth and build relationships while you always deliver an excellent client experience. You enjoy working collaboratively, inspiring and developing others as you share your knowledge and expertise in the field. Oozing integrity, adaptability and innovation, you've got what it takes and are passionate about taking your career to the next step with the Bridges Team.

Get great things done with us

What gets us excited about working here? Helping people feel good about their money as one of Australia's leading financial wellbeing organisations. From those starting out to those retiring. As your team, we'll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. With us, you'll be doing meaningful work as we lead the change we want to see in our industry.

Along the way, you'll be free to make your own decisions. Solve problems. And get great things done. Around here, we like to call it "putting our fingerprints on the future".

Challenge our industry to move forward

Have a question? Our Executive team will give you time. An idea you'd like to explore? We'll be right at your side - the side of progress, possibility and bringing financial wellbeing to more Australians.

Read more here about why you should join our team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

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