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Financial Adviser

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Minimum 1-3 years experience in financial advice role, Strong technical knowledge in financial advice disciplines, FASEA-compliant.

Key responsabilities:

  • Providing simple financial advice to help Australians understand their superannuation
  • Maintaining relationships with referral sources, gathering client information and providing intra-fund advice
Link Group (LNK) logo
Link Group (LNK) Financial Services XLarge https://linkgroup.com/
5001 - 10000 Employees
See more Link Group (LNK) offers

Job description

Why Link Group Link Group is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6000 employees across 4 continents and continue to grow every day.

Retirement and Superannuation Solutions is the largest business under Link Group, and we are the leading administrator for super funds in Australia. Many of our clients are household names. We are well positioned within a growing superannuation industry, combining our rich legacy with a fast-paced environment that enables rapid career growth.

We are a diverse team with employees from various cultural and linguistic backgrounds, and we make sure to celebrate the successes of our clients and our people.

Join us today so we can grow together! **

The Role** Link Advice, a specialist provider of financial advice service is looking for passionate Financial Adviser to join our leading telephone based intra-fund Advice Team.
As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model.
In partnership with some of Australia’s largest Superannuation Funds, and with a focus on providing quality intra-fund advice, you will have the opportunity to help educate and advise Australians on how to make the most of their superannuation savings.
This is an ideal position for: - An Adviser looking to share their experience with a diverse and enthusiastic team where member centric advice delivery is key to their daily routine enabling a better workplace and life balance. - Opportunity to mentor Junior Advisers - Someone on a career path looking for the opportunity to build up their experience.

Key Benefits: - Flexible work hours with a focus on work/life balance - Competitive remuneration including reimbursement for ongoing study and access to corporate gym membership. - All Advice appointments are vetted and booked by our Contact Centres - Access to support structures - Paraplanning team, Technical Officer, Administration team and Compliance team

This is a Perth based role. Key Accountabilities and Main Responsibilities

To help more Australians to understand their superannuation providing them with simple financial advice by; - Understanding their needs - Breaking complex concepts down into something they can understand. - Gathering the client’s circumstances, goals and objectives in an online fact find - Providing intra fund advice and retirement advice - Maintaining ongoing relationships with existing referral sources

Experience & Personal Attributes - A passion for financial advice and helping people. - Minimum 1 – 3 years’ experience in an advice role - Meets the minimum education requirements under FASEA - Strong technical knowledge across key disciplines of financial advice - Work in a structured work environment and adaptive to change. - Near completion or enrolled to meet FASEA educational requirements, includes holding a Relevant degree in Financial Planning/Accounting/Economics - Passed the FASEA Standards Authority Ethics Examination, - RG146 compliance with evidence of completed CPD, - Registered on the ASIC Financial Adviser Register - Link Advice is a Professional Partner of the FPA. - You must have the right to live and work in Australia to apply for this job.

**

Some of our Employment Benefits • Salary Sacrificing via Superannuation
• Purchased Leave Scheme
• Parental Leave Scheme
• Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
• Talent Referral Scheme
• Recognition Program
• Wellness Program, including one day of Wellbeing Leave over and above annual leave entitlements
• Corporate Social Responsibility Program, including volunteer leave
• FlexiWorks – enabling our employees to work in the office and at home and Employee discounts – Access discounted rates and offers from a variety of providers.

Culture @ Link Group** We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Verbal Communication Skills
  • Adaptability
  • Social Skills
  • Teamwork

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