Skip to content

Step Up Financial Group Pty Ltd, Orange NSW, Australia

ABOUT US:
Step Up Group is a thriving self-licenced financial advice business based in the vibrant town of Orange. We have a broad base of clients but a strong focus on younger wealth accumulator clients. Our sustained growth means we need an additional Financial Planner to help service our existing client base, and meet the needs of new clients wanting our services.

Work Type

In Person

Role Type

Advisor

Employment Type

Full Time

About the role

ABOUT YOU:
• At least 5 years as a practicing Financial Adviser/Planner
• Proven ability to connect deeply with clients, ask great questions to work out their life goals and link financial strategies to achieve these outcomes
• Demonstrated ability to build and maintain effective relationships with clients and stakeholders of Step Up Financial Group
• A good understanding of both insurance and wealth management advice
• Strong client facing/client service skills
• Strong analytical and problem-solving ability

Perks and benefits

Do you want to:
• Join a thriving financial advice business with strong focus on younger wealth accumulator clients?
• Be part of a highly engaged team delivering great financial advice?
• Look after an established book of clients.
• Enjoy the great work life balance that comes from being in a vibrant country town.
• Receive a competitive salary commensurate with your level of experience?

Skills and experience

Qualifications
• You must be a current registered Adviser on the ASIC Financial Adviser register.
• Successfully passed Adviser exam (mandatory for Authorisation)
• Hold a relevant undergraduate degree in accordance with required Education Standards.
• Have either attained a Graduate Diploma or Masters of Financial Planning designation.

Financial Planner – Orange NSW

Step Up Financial Group Pty Ltd, Orange NSW, Australia

Provide your details below and we will send them directly to .


More jobs

Oxlade Financial, Newstead QLD, Australia

🚀 ASSOCIATE ADVISER – INCREDIBLE OPPORTUNITY FOR AN ASPIRING FINANCIAL ADVISER IN A FAST-GROWING INDEPENDENT FIRM 🚀

As an Associate Adviser, you’ll play a key role in delivering exceptional advice and service. You will:

 

  • Work closely with our Advisers to assist with the development of strategic comprehensive advice 
  • Ensure clients receive an outstanding service and advice experience 
  • Manage and complete implementation work, including applications and lodgements
  • Coordinate insurance applications and ensure timely follow-up
  • Oversee and administer tasks for existing and new clients via XPlan
  • Manage the development of advice documentation (SOAs, ROAs)
  • Assist in preparing for client review meetings
  • Liaise with offshore admin support 
  • Communicate proactively with clients and advisers 
  • Provide outstanding client service and contribute to strong client relationships

Newstead QLD, Australia

Full Time

In Person

Sufficient Funds,

Client Services Manager (6-9 month contract)

We're looking for an experienced and driven Client Services Manager to join our superstar team on a contract basis for 6-9 months (parental leave coverage). 

The role

  • Part-time ~3 days, remote and highly flexible
  • As head of our client services team, you lead by example through client onboarding, preparation of advice documents, and implementation of advice recommendations that exceed our client's expectations and takes them 'beyond sufficient' 
  • You must LOVE speaking to and engaging with clients and have experience dealing with risk insurance applicants via phone calls
  • Work in a professional and collaborative way with insurance, super and investment providers to ensure timely and accurate processing of client service needs
  • Work in a collaborative and consultative manner with our entire team including advisers, associates, paraplanners & client services
  • Desire to contribute to continuous improvement projects outside of your day-to-day responsibilities
  • You thrive on rapid learning and immediate application. You are energised by joining a collaborative environment where we constantly inspire one another to “Learn. Grow. Repeat.”
  • You spot the small details others might miss and you own your work ensuring all client notes and files are up to date and all data is accurate
  • You are an efficient self-starter who thrives with complete autonomy, with evidence of productive WFH

Part Time

Remote

Proactive Business Services, Sydney NSW, Australia

🚀 Senior Financial Adviser – A Unique Opportunity for Impact and Innovation🚀

Are you a financial advice business owner who feels like you’re treading water? Sick of wearing all the hats – marketing, sales, and everything in between?

Or maybe you’re an employed adviser, bored in your current role and ready for more.

We’re launching something entirely different in the advice space – combining award-winning expertise in financial advice with cutting-edge technology and the visionary insights of Robert Coorey from Proactive Business Services. Robert is also the best selling author of The Subscription Playbook and Feed a Starving Crowd.

 

Sydney NSW, Australia

Full Time

Flexible