Financial Planner - $80K-$85K + Super + Bonuses

Advice2Talent

Sick of working in the Banking environment? Sick of networking externally to bring on new clients...this might be the role that you have been seeking!

  • Hawthorn Location
  • Leads are Fluid from other divisions of the Business
  • Large Professional Environment

About our client
With Offices in Melbourne and Geelong the insurance Advisory division is currently seeking an experienced Financial Planner to step into an established client base and keep building the existing relationships with internal Brokers to increase the client base and revenue.

About the Role
Reporting to the Managing Director of the Wealth Division you will have prior experience in the following areas;

  • Providing face to face Advice on Personal Insurance, Superannuation and /or Holistic advice
  • Completion of Insurance Applications
  • Preparation of Advice Documents
  • Be the first contact for all clients insurance needs
  • Arrangement of tele-underwritting
  • Liaising with insurance providers, underwriters, administrators
  • Strong knowledge of various insurance providers
  • Managing claims
  • Ability to create relationships with external and internal stakeholders

To be successful in this role;
  • Up to date Compliance Reports with a very good score/rating
  • You will have face to face experience with providing insurance advice
  • RG 146 Accredited
  • Xplan Knowledge
  • 3 years experience in a similar role
  • Excellent verbal communication
  • Ability to deal with other divisions in order to increase referrals
What's on offer

$80K -$85K plus super
Bonus 30% after validation point
Your own Personal Assistant to assist with implementation and other administration tasks.


To apply submit your CV to hello@advice2talent.com or contact Carolina on 0412740090